Retirement plan

SRC MANAGEMENT, INC. EMPLOYEE 401K PLAN

Name: SRC MANAGEMENT, INC. - SRC MANAGEMENT, INC. EMPLOYEE 401K PLAN (2018) 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 2018

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$97K

+74.8% from 2017

Total participants

+12.5% from 2017

Average account balance

$13,799

+74.8% from 2017

Annual return

4.90%

+3.83 pp from 2017

Benchmarks

See 334 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort334 peers

Snapshot2018

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$730

$81 / participant

Other / not subdivided$730100.0%

% of EOY assets

0.756%

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

$13,799

$56,628-75.6%

$135,380-89.8%

Participation rate

77.8%

67.9%+9.9pp

82.6%-4.9pp

Annual return

4.90%

2630.24%-2625.3pp

519.81%-514.9pp

Employer contribution / active EE

$1,508

$2,747-45.1%

$4,779-68.4%

Participant deferral / active EE

$2,865

$3,718-22.9%

$5,609-48.9%

Admin fee / account holder

$104

$1,588-93.4%

$10,828-99.0%

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