Retirement plan

GRANT 4-D FARMS LLC 401(K) PLAN

Name: GRANT 4-D FARMS LLC - GRANT 4-D FARMS LLC 401(K) PLAN (2017) Form 5500
Creator: GRANT 4-D FARMS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRANT 4-D FARMS LLC 401(K) PLAN, GRANT 4-D FARMS LLC

GRANT 4-D FARMS LLCEIN 82-0369729Plan #001PY 2017

707 EAST 600 NORTH - RUPERT, ID 83550208-430-0530grant4dfarms.comLinkedIn201-500 employeesfood production

Prospect flagsLow participationLow assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$131K

No prior year

Total participants

No prior year

Average account balance

$4,108

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 1,712 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,712 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

86.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$560K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2056

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

Top 1 by compensation

Provider	Service type	Compensation
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830	Recordkeeping	$11

Plan features & details

Pension benefit codes3D2G2J2K2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: POULSEN, VANLEUVEN & CATMULL PA
Auditor EIN: 820410821
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$4,108

$57,828-92.9%

$117,039-96.5%

$70,126-94.1%

Participation rate

44.9%

67.1%-22.2pp

77.2%-32.3pp

69.5%-24.6pp

Annual return

0.00%

17.55%-17.6pp

18.95%-18.9pp

73.15%-73.1pp

Employer contribution / active EE

$694

$1,816-61.8%

$3,785-81.7%

$2,343-70.4%

Participant deferral / active EE

$1,127

$2,438-53.7%

$3,929-71.3%

$3,332-66.2%

Admin fee / account holder

$3,548-100.0%

$5,974-100.0%

$4,645-100.0%

Provider

Service type

Compensation

NATIONWIDE1+ years

Filed as: NATIONWIDE LIFE INSURANCE COMPANY

Service code 15 · EIN 31-4156830

Recordkeeping

$11

GRANT 4-D FARMS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GRANT 4-D FARMS LLC 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