Retirement plan

SRC MANAGEMENT, INC. EMPLOYEE 401K PLAN

Name: SRC MANAGEMENT, INC. - SRC MANAGEMENT, INC. EMPLOYEE 401K PLAN (2017) Form 5500
Creator: SRC MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SRC MANAGEMENT, INC. EMPLOYEE 401K PLAN, SRC MANAGEMENT, INC.

SRC MANAGEMENT, INC.EIN 74-2995265Plan #001PY 2017

5701 W EXPRESSWAY 83 - HARLINGEN, TX 78552956-448-6607

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$55K

+196.1% from 2016

Total participants

0.0% from 2016

Average account balance

$7,893

+153.8% from 2016

Annual return

1.08%

+1.08 pp from 2016

Benchmarks

See 307 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort307 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$588K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$73K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

58.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.40%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1389

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$206

$26 / participant

Other / not subdivided$206100.0%

% of EOY assets

0.373%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$7,893

$83,826-90.6%

$147,585-94.7%

Participation rate

87.5%

69.4%+18.1pp

82.8%+4.7pp

Annual return

1.08%

26.57%-25.5pp

578.56%-577.5pp

Employer contribution / active EE

$1,464

$3,042-51.9%

$4,876-70.0%

Participant deferral / active EE

$3,111

$3,987-22.0%

$5,439-42.8%

Admin fee / account holder

$29

$6,071-99.5%

$10,885-99.7%

SRC MANAGEMENT, INC. EMPLOYEE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SRC MANAGEMENT, INC. EMPLOYEE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion