Retirement plan

CAMPBELL SCIENTIFIC PROFIT SHARING PLAN

Name: CAMPBELL SCIENTIFIC, INC. - CAMPBELL SCIENTIFIC PROFIT SHARING PLAN (2024) Form 5500
Creator: CAMPBELL SCIENTIFIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMPBELL SCIENTIFIC PROFIT SHARING PLAN, CAMPBELL SCIENTIFIC, INC.

CAMPBELL SCIENTIFIC, INC.EIN 87-0305157Plan #001PY 2024

815 WEST 1800 NORTH - LOGAN, UT 84321435-227-9790campbellsci.comLinkedIn201-500 employeeselectrical/electronic manufacturing

Other plans on this EIN

1 filing

#002Retirement-$38.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$105.6M

+8.0% from 2023

Total participants

722

+24.7% from 2023

Average account balance

$148,322

-14.0% from 2023

Annual return

14.88%

+4.40 pp from 2023

Benchmarks

See 2,380 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,380 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$105.60M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

712

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.

98.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1069

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 4 by compensation

Provider	Service type	Compensation
DA DAVIDSON & CO6+ years Filed as: D.A. DAVIDSON & CO. Service code 19 110 SOUTH REGENT ST. · SALT LAKE CITY, UT 84111	Securities Custodian	$177,278
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703	Contract Administrator	$53,673
JONES SIMKINS LLC5 years Service code 10 · EIN 46-1592906	Accounting	$28,423
DIGITAL RETIREMENT SOLUTIONS, INC.6+ years Service code 15 · EIN 84-1477138	Recordkeeping	$0

Plan features & details

Pension benefit codes2A2E2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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

$761K

$1258 / participant

Recordkeeping$6K0.8%
Investment mgmt$755K99.2%

% of EOY assets

0.721%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: JONES SIMKINS LLC
Auditor EIN: 461592906
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$148,322

$89,093+66.5%

$102,434+44.8%

$77,736+90.8%

Participation rate

98.3%

80.9%+17.4pp

76.5%+21.8pp

70.6%+27.8pp

Annual return

14.88%

25.03%-10.2pp

29.46%-14.6pp

31.26%-16.4pp

Employer contribution / active EE

$6,947

$2,699+157.3%

$3,023+129.8%

$2,728+154.7%

Participant deferral / active EE

$5,147-100.0%

$5,055-100.0%

$4,651-100.0%

Admin fee / account holder

$1,069

$236+353.1%

$9,462-88.7%

$433+146.6%

Provider

Service type

Compensation

DA DAVIDSON & CO6+ years

Filed as: D.A. DAVIDSON & CO.

Service code 19

110 SOUTH REGENT ST. · SALT LAKE CITY, UT 84111

Securities Custodian

$177,278

JULY BUSINESS SERVICES1 year

Filed as: JULY BUSINESS SERVICES LLC

Service code 13 · EIN 74-2715820

P.O. BOX 2208 · WACO, TX 76703

Contract Administrator

$53,673

JONES SIMKINS LLC5 years

Service code 10 · EIN 46-1592906

Accounting

$28,423

DIGITAL RETIREMENT SOLUTIONS, INC.6+ years

Service code 15 · EIN 84-1477138

Recordkeeping

CAMPBELL SCIENTIFIC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMPBELL SCIENTIFIC 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