Retirement plan

MOLDED DIMENSIONS, LLC 401(K) SALARY REDUCTION PLAN & TRUST

Name: MOLDED DIMENSIONS, LLC - MOLDED DIMENSIONS, LLC 401(K) SALARY REDUCTION PLAN & TRUST (2019) Form 5500
Creator: MOLDED DIMENSIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOLDED DIMENSIONS, LLC 401(K) SALARY REDUCTION PLAN & TRUST, MOLDED DIMENSIONS, LLC

MOLDED DIMENSIONS, LLCEIN 83-1597330Plan #001PY 2019

701 SUNSET ROAD - PORT WASHINGTON, WI 53074262-284-9455moldeddimensions.comLinkedIn51-200 employeesautomotive

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.7M

No prior year

Total participants

112

No prior year

Average account balance

$87,440

No prior year

Annual return

43.11%

No prior year

Benchmarks

See 5,807 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,807 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.41M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

210

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.

72.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.34M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$305

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

1 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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2.6M

$27595 / participant

Other / not subdivided$3M100.0%

% of EOY assets

26.725%

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

$87,440

$76,371+14.5%

$93,621-6.6%

$72,976+19.8%

Participation rate

98.9%

71.8%+27.2pp

75.8%+23.1pp

69.5%+29.4pp

Annual return

43.11%

25.82%+17.3pp

32.76%+10.3pp

81.02%-37.9pp

Employer contribution / active EE

$2,488

$2,276+9.3%

$2,719-8.5%

$2,440+2.0%

Participant deferral / active EE

$4,483

$3,538+26.7%

$4,070+10.1%

$3,608+24.3%

Admin fee / account holder

$23,369

$6,839+241.7%

$7,890+196.2%

$5,124+356.1%

MOLDED DIMENSIONS, LLC 401(K) SALARY REDUCTION PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOLDED DIMENSIONS, LLC 401(K) SALARY REDUCTION PLAN & TRUST

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