Retirement plan

PIPE LINE TECHNOLOGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: PIPE LINE TECHNOLOGY, LLC - PIPE LINE TECHNOLOGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2021) Form 5500
Creator: PIPE LINE TECHNOLOGY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIPE LINE TECHNOLOGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST, PIPE LINE TECHNOLOGY, LLC

PIPE LINE TECHNOLOGY, LLCEIN 75-3233858Plan #002PY 2021

520A COUNTY ROUTE 513 - CALIFON, NJ 07830908-832-5710LinkedIn1-10 employeesconstruction

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.2M

+26.4% from 2020

Total participants

+40.0% from 2020

Average account balance

$460,677

-9.7% from 2020

Annual return

18.03%

+2.84 pp from 2020

Benchmarks

See 44,702 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,702 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.12M

Not enough data

1 years with asset history on file

Average account balance

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

$588K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+15.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11055

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$14K

$2061 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.447%

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

$460,677

$124,330+270.5%

$109,173+322.0%

$167,536+175.0%

Participation rate

100.0%

79.5%+20.5pp

75.9%+24.1pp

82.1%+17.9pp

Annual return

18.03%

26.04%-8.0pp

25.75%-7.7pp

478.82%-460.8pp

Employer contribution / active EE

$13,690

$4,209+225.2%

$3,723+267.7%

$4,839+182.9%

Participant deferral / active EE

$16,719

$5,256+218.1%

$4,654+259.2%

$6,342+163.6%

Admin fee / account holder

$2,061

$7,974-74.1%

$6,755-69.5%

$12,315-83.3%

PIPE LINE TECHNOLOGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIPE LINE TECHNOLOGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST

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