Retirement plan

BASELINE SUPPLY LLC VFTC TR INDIVIDUAL 401K

Name: BASELINE SUPPLY LLC - BASELINE SUPPLY LLC VFTC TR INDIVIDUAL 401K (2017) Form 5500
Creator: BASELINE SUPPLY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BASELINE SUPPLY LLC VFTC TR INDIVIDUAL 401K, BASELINE SUPPLY LLC

BASELINE SUPPLY LLCEIN 80-0592428Plan #001PY 2017

65 TURNBERRY DR - MONROE TOWNSHIP, NJ 088313558732-835-2080

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$151K

+187.6% from 2016

Total participants

0.0% from 2016

Average account balance

$50,455

+187.6% from 2016

Annual return

33.61%

+33.61 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$593K

Not enough data

1 years with asset history on file

Average account balance

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

$198K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+8.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35995

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 codes2E2J2R

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$647

$216 / participant

Other / not subdivided$647100.0%

% of EOY assets

0.427%

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

$50,455

$144,130-65.0%

$117,860-57.2%

$147,585-65.8%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

33.61%

531.20%-497.6pp

335.10%-301.5pp

578.58%-545.0pp

Employer contribution / active EE

$14,075

$4,897+187.4%

$3,786+271.7%

$4,876+188.6%

Participant deferral / active EE

$13,140

$5,316+147.2%

$4,482+193.2%

$5,439+141.6%

Admin fee / account holder

$216

$10,887-98.0%

$8,021-97.3%

$10,886-98.0%

BASELINE SUPPLY LLC VFTC TR INDIVIDUAL 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BASELINE SUPPLY LLC VFTC TR INDIVIDUAL 401K

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