Retirement plan

LAKEWOOD BRICK & TILE COMPANY PROFIT SHARING PLAN

Name: LAKEWOOD BRICK & TILE CO. - LAKEWOOD BRICK & TILE COMPANY PROFIT SHARING PLAN (2017) Form 5500
Creator: LAKEWOOD BRICK & TILE CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAKEWOOD BRICK & TILE COMPANY PROFIT SHARING PLAN, LAKEWOOD BRICK & TILE CO.

LAKEWOOD BRICK & TILE CO.EIN 84-0247850Plan #001PY 2017

1325 JAY ST - LAKEWOOD, CO 802142052303-238-5313LinkedIn51-200 employeeschemicals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.3M

+20.4% from 2016

Total participants

+1.6% from 2016

Average account balance

$88,024

+12.4% from 2016

Annual return

16.96%

+10.52 pp from 2016

Benchmarks

See 5,958 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.89M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

129.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$644K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9995

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

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

$184K

$3348 / participant

Other / not subdivided$184K100.0%

% of EOY assets

3.487%

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

$88,024

$67,411+30.6%

$91,004-3.3%

$70,124+25.5%

Participation rate

96.4%

71.4%+25.0pp

75.6%+20.8pp

69.5%+26.8pp

Annual return

16.96%

-40.16%+57.1pp

4.60%+12.4pp

73.14%-56.2pp

Employer contribution / active EE

$2,525

$1,786+41.4%

$2,456+2.8%

$2,342+7.8%

Participant deferral / active EE

$3,278

$2,823+16.1%

$3,548-7.6%

$3,332-1.6%

Admin fee / account holder

$3,069

$4,236-27.5%

$5,417-43.3%

$4,645-33.9%

LAKEWOOD BRICK & TILE COMPANY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAKEWOOD BRICK & TILE COMPANY 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