Retirement plan

GATEWAY REFRIGERATED WAREHOUSE, LLC 401K PLAN

Name: GATEWAY REFRIGERATED WAREHOUSE, - GATEWAY REFRIGERATED WAREHOUSE, LLC 401K PLAN (2021) Form 5500
Creator: GATEWAY REFRIGERATED WAREHOUSE,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GATEWAY REFRIGERATED WAREHOUSE, LLC 401K PLAN, GATEWAY REFRIGERATED WAREHOUSE,

GATEWAY REFRIGERATED WAREHOUSE,EIN 81-4944872Plan #001PY 2021

104 NORTH MAIN STREET - ST CHARLES, MO 63301636-757-5070

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$571K

+25.1% from 2020

Total participants

-15.1% from 2020

Average account balance

$14,285

+31.3% from 2020

Annual return

12.60%

+0.73 pp from 2020

Benchmarks

See 622 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort622 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$561K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

186.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6325

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 codes2E2F2G2J2T3D3H

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).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$10K

$195 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.668%

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

$14,285

$52,380-72.7%

$98,775-85.5%

$85,847-83.4%

Participation rate

55.1%

58.0%-2.9pp

65.7%-10.6pp

69.3%-14.2pp

Annual return

12.60%

25.82%-13.2pp

49.92%-37.3pp

318.61%-306.0pp

Employer contribution / active EE

$1,337-100.0%

$2,067-100.0%

$2,565-100.0%

Participant deferral / active EE

$1,295

$2,101-38.3%

$3,035-57.3%

$3,952-67.2%

Admin fee / account holder

$238

$3,865-93.8%

$4,076-94.2%

$6,261-96.2%

GATEWAY REFRIGERATED WAREHOUSE, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GATEWAY REFRIGERATED WAREHOUSE, LLC 401K 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