Retirement plan

CAMPBELL COMPANIES BARGAINING UNIT 401(K) PLAN

Name: CAMPBELL COMPANIES - CAMPBELL COMPANIES BARGAINING UNIT 401(K) PLAN (2021) Form 5500
Creator: CAMPBELL COMPANIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMPBELL COMPANIES BARGAINING UNIT 401(K) PLAN, CAMPBELL COMPANIES

CAMPBELL COMPANIESEIN 84-3055712Plan #003PY 2021

4910 WEST 2100 SOUTH - SALT LAKE CITY, UT 84120801-974-0511campbellcompanies.comLinkedIn1001-5000 employeesmachinery

Other plans on this EIN

1 filing

#001Retirement-$78.7M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$43.9M

+13.8% from 2020

Total participants

644

+7.3% from 2020

Average account balance

$68,156

+6.0% from 2020

Annual return

14.02%

-2.24 pp from 2020

Benchmarks

See 257 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort257 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$56.63M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

890

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.

95.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.40M

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

+14.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$128

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

Top 5 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND1 year Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670	Contract Administrator	$66,512
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359	Advisory (Plan)	$29,724
CARVER FLOREK & JAMES CPA'S2+ years Service code 10 · EIN 52-2408237	Accounting	$9,300
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15	Recordkeeping	$0
PRUDENTIAL RETIREMENT INSURANCE AND1 year Filed as: PRUDENTIAL RETIREMET NSURANCE AND Service code 15 · EIN 06-1050034	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J3D2T3H2S

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$106K

$205 / participant

Other / not subdivided$106K100.0%

% of EOY assets

0.241%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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: CARVER FLOREK & JAMES CPA'S
Auditor EIN: 522408237
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,156

$55,125+23.6%

$109,907-38.0%

$86,821-21.5%

Participation rate

100.0%

70.1%+29.9pp

74.2%+25.8pp

72.3%+27.7pp

Annual return

14.02%

26.20%-12.2pp

29.46%-15.4pp

97.94%-83.9pp

Employer contribution / active EE

$2,974

$1,558+90.9%

$2,844+4.6%

$2,406+23.6%

Participant deferral / active EE

$4,114

$3,337+23.3%

$4,047+1.7%

$4,132-0.4%

Admin fee / account holder

$164

$141+16.6%

$6,069-97.3%

$170-3.1%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND1 year

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 13 · EIN 22-1211670

Contract Administrator

$66,512

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA ADVISORY SERVICES LLC

Service code 27 · EIN 35-2552359

Advisory (Plan)

$29,724

CARVER FLOREK & JAMES CPA'S2+ years

Service code 10 · EIN 52-2408237

Accounting

$9,300

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Filed as: PRUDENTIAL INSURANCE COMPANY OF AME

Service code 15

Recordkeeping

PRUDENTIAL RETIREMENT INSURANCE AND1 year

Filed as: PRUDENTIAL RETIREMET NSURANCE AND

Service code 15 · EIN 06-1050034

Recordkeeping

CAMPBELL COMPANIES BARGAINING UNIT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMPBELL COMPANIES BARGAINING UNIT 401(K) 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