Retirement plan

TEAMSTERS SECURITY FUND FOR SOUTHERN NEVADA 401 (K) PLAN

Name: TEAMSTERS SECURITY FUND FOR SOUTHERN NEVADA - TEAMSTERS SECURITY FUND FOR SOUTHERN NEVADA 401 (K) PLAN (2018) Form 5500
Creator: TEAMSTERS SECURITY FUND FOR SOUTHERN NEVADA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEAMSTERS SECURITY FUND FOR SOUTHERN NEVADA 401 (K) PLAN, TEAMSTERS SECURITY FUND FOR SOUTHERN NEVADA

TEAMSTERS SECURITY FUND FOR SOUTHERN NEVADAEIN 88-0087294Plan #001PY 2018

9121 W. RUSSELL ROAD, SUITE 219 - LAS VEGAS, NV 89148702-734-8601

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$186K

+4.7% from 2017

Total participants

0.0% from 2017

Average account balance

$185,659

+4.7% from 2017

Annual return

-3.50%

-16.98 pp from 2017

Benchmarks

See 6,863 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,863 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$452K

Not enough data

1 years with asset history on file

Average account balance

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

$452K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+14.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10075

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 codes2F2G2J3D

Plan features

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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

$185,659

$158,852+16.9%

$121,220+53.2%

$135,380+37.1%

Participation rate

100.0%

79.3%+20.7pp

71.8%+28.2pp

82.6%+17.4pp

Annual return

-3.50%

-0.64%-2.9pp

16.94%-20.4pp

519.81%-523.3pp

Employer contribution / active EE

$6,258

$5,666+10.5%

$4,023+55.6%

$4,779+31.0%

Participant deferral / active EE

$8,345

$4,006+108.3%

$3,345+149.5%

$5,609+48.8%

Admin fee / account holder

-$145

$6,515-102.2%

$5,021-102.9%

$10,828-101.3%

TEAMSTERS SECURITY FUND FOR SOUTHERN NEVADA 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEAMSTERS SECURITY FUND FOR SOUTHERN NEVADA 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