Retirement plan

WORLD TRANSPORTATION LOGISTIC CORPORATION 401(K) PLAN

Name: WORLD TRANSPORTATION LOGISTIC CORPORATION - WORLD TRANSPORTATION LOGISTIC CORPORATION 401(K) PLAN (2021) Form 5500
Creator: WORLD TRANSPORTATION LOGISTIC CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WORLD TRANSPORTATION LOGISTIC CORPORATION 401(K) PLAN, WORLD TRANSPORTATION LOGISTIC CORPORATION

WORLD TRANSPORTATION LOGISTIC CORPORATIONEIN 81-0781641Plan #001PY 2021

2972 ALVARADO ST STE C - SAN LEANDRO, CA 94577510-533-1824LinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$178K

+641.0% from 2020

Total participants

0.0% from 2020

Average account balance

$29,710

+641.0% from 2020

Annual return

20.41%

+20.41 pp from 2020

Benchmarks

See 7,539 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort7,539 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$571K

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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)

$20

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 codes2G2J3D

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.

Opportunity flags

0 tripped

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

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

$29,710

$104,664-71.6%

$85,693-65.3%

$167,518-82.3%

Participation rate

100.0%

76.4%+23.6pp

69.9%+30.1pp

82.1%+17.9pp

Annual return

20.41%

21.45%-1.0pp

21.49%-1.1pp

478.71%-458.3pp

Employer contribution / active EE

$13,983

$3,337+319.0%

$2,618+434.1%

$4,838+189.0%

Participant deferral / active EE

$10,899

$4,824+125.9%

$3,923+177.8%

$6,342+71.8%

Admin fee / account holder

$10,032-100.0%

$6,874-100.0%

$12,312-100.0%

WORLD TRANSPORTATION LOGISTIC CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WORLD TRANSPORTATION LOGISTIC CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion