Retirement plan

AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS PLAN

Name: AMERICAN AIR LIQUIDE HOLDINGS, INC. - AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS PLAN (2020) Form 5500
Creator: AMERICAN AIR LIQUIDE HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS PLAN, AMERICAN AIR LIQUIDE HOLDINGS, INC.

AMERICAN AIR LIQUIDE HOLDINGS, INC.EIN 75-3174747Plan #007PY 2020

9811 KATY FREEWAY, SUITE 100 - HOUSTON, TX 77479713-624-8216

Other plans on this EIN

2 filings

#008Retirement-$1.81B assets #001Retirement-$746.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$647.5M

+20.2% from 2016

Total participants

4,222

+13.8% from 2016

Average account balance

$158,632

-24.0% from 2016

Annual return

13.78%

+28.20 pp from 2016

Benchmarks

See 763 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort763 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$763.68M

Not enough data

1 years with asset history on file

Average account balance

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

$178K

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.

4,293

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.

92.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+6.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$71

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$191,905
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606	Consulting	$119,171
WEAVER AND TIDWELL, LLP3 years Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107	Accounting	$16,000

Plan features & details

Pension benefit codes2E2F2J2K2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$398K

$143 / participant

Investment mgmt$119K30.0%
Other / not subdivided$279K70.0%

% of EOY assets

0.061%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WEAVER AND TIDWELL, LLP
Auditor EIN: 750786316
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$158,632

$176,471-10.1%

$95,968+65.3%

$90,274+75.7%

Participation rate

95.0%

86.6%+8.4pp

77.1%+17.9pp

73.4%+21.6pp

Annual return

13.78%

20.15%-6.4pp

91.65%-77.9pp

53.97%-40.2pp

Employer contribution / active EE

$8,309

$2,783+198.5%

$2,542+226.9%

$2,523+229.3%

Participant deferral / active EE

$9,780

$5,325+83.6%

$4,167+134.7%

$4,231+131.2%

Admin fee / account holder

$97

$154-36.8%

$6,798-98.6%

$114-14.6%

Provider

Service type

Compensation

T ROWE PRICE RPS INC6+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$191,905

WILLIS TOWERS WATSON US LLC6+ years

Filed as: TOWERS WATSON

Service code 16

WILLIS TOWER · CHICAGO, IL 60606

Consulting

$119,171

WEAVER AND TIDWELL, LLP3 years

Service code 10

2821 WEST 7TH STREET · FORT WORTH, TX 76107

Accounting

$16,000

AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN AIR LIQUIDE HOLDINGS, INC. ENHANCED SAVINGS 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