Retirement plan

DACIERDO LOGISTICS, INC. 401(K) PROFIT SHARING PLAN

Name: DACIERDO LOGISTICS, INC. - DACIERDO LOGISTICS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: DACIERDO LOGISTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DACIERDO LOGISTICS, INC. 401(K) PROFIT SHARING PLAN, DACIERDO LOGISTICS, INC.

DACIERDO LOGISTICS, INC.EIN 81-1953514Plan #001PY 2017

3630 COMMERCE DR., SUITE 107 - BALTIMORE, MD 21227410-987-0270

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$143K

No prior year

Total participants

No prior year

Average account balance

$28,643

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$590K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

216.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$881

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 codes2E2F2J2T3D

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.
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.
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.

Expense breakdown

Schedule H Part II

Admin total

$675

$225 / participant

Other / not subdivided$675100.0%

% of EOY assets

0.471%

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

$28,643

$91,037-68.5%

$71,671-60.0%

$147,585-80.6%

Participation rate

100.0%

76.1%+23.9pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

0.00%

20.48%-20.5pp

20.65%-20.6pp

578.58%-578.6pp

Employer contribution / active EE

$2,926

$3,327-12.1%

$2,460+19.0%

$4,876-40.0%

Participant deferral / active EE

$10,573

$4,498+135.0%

$3,438+207.5%

$5,439+94.4%

Admin fee / account holder

$135

$8,613-98.4%

$5,558-97.6%

$10,886-98.8%

DACIERDO LOGISTICS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DACIERDO LOGISTICS, INC. 401(K) PROFIT SHARING 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