Retirement plan

AUTO-CHLOR SYSTEM, INC. PROFIT SHARING AND 401(K) PLAN

Name: AUTO-CHLOR SYSTEM OF WASHINGTON, INC. - AUTO-CHLOR SYSTEM, INC. PROFIT SHARING AND 401(K) PLAN (2024) Form 5500
Creator: AUTO-CHLOR SYSTEM OF WASHINGTON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUTO-CHLOR SYSTEM, INC. PROFIT SHARING AND 401(K) PLAN, AUTO-CHLOR SYSTEM OF WASHINGTON, INC.

AUTO-CHLOR SYSTEM OF WASHINGTON, INC.EIN 91-0832878Plan #001PY 2024

450 FERGUSON DRIVE - MOUNTAIN VIEW, CA 94043650-967-3085

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$90.7M

+12.7% from 2023

Total participants

1,252

-1.1% from 2023

Average account balance

$89,924

+27.3% from 2023

Annual return

14.01%

-3.84 pp from 2023

Benchmarks

See 666 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort666 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$90.73M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

1,009

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.

74.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.82M

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

+14.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$76

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
EPIC RETIREMENT PLAN SERVICES1 year Service code 15 · EIN 16-1450952	Recordkeeping	$39,790
SILICON VALLEY RETIREMENT SERVICES10+ years Service code 27 · EIN 27-2233898	Advisory (Plan)	$32,296
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259	Securities Custodian	$7,628
RIVERSEDGE ADV. RET. SOLUTIONS, LLC2 years Filed as: RIVERSEDGE ADV RET SOLUTIONS, LLC Service code 15 · EIN 27-1155910	Recordkeeping	$4,951
CHARLES SCHWAB & CO., INC.1 year Service code 59 · EIN 94-1737782	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2A2E2F2H2J2T3D3H

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.
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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

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

Expense breakdown

Schedule H Part II

Admin total

$77K

$82 / participant

Recordkeeping$45K58.0%
Investment mgmt$32K42.0%

% of EOY assets

0.085%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BPM LLP
Auditor EIN: 814234542
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$89,924

$62,624+43.6%

$177,989-49.5%

$77,643+15.8%

Participation rate

74.2%

66.8%+7.4pp

77.1%-2.9pp

70.6%+3.6pp

Annual return

14.01%

16.16%-2.2pp

294.48%-280.5pp

31.24%-17.2pp

Employer contribution / active EE

$3,973

$1,909+108.1%

$3,949+0.6%

$2,726+45.7%

Participant deferral / active EE

$3,271

$4,219-22.5%

$6,276-47.9%

$4,647-29.6%

Admin fee / account holder

$76

$386-80.2%

$10,363-99.3%

$430-82.3%

Provider

Service type

Compensation

EPIC RETIREMENT PLAN SERVICES1 year

Service code 15 · EIN 16-1450952

Recordkeeping

$39,790

SILICON VALLEY RETIREMENT SERVICES10+ years

Service code 27 · EIN 27-2233898

Advisory (Plan)

$32,296

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB TRUST BANK

Service code 19 · EIN 82-3967259

Securities Custodian

$7,628

RIVERSEDGE ADV. RET. SOLUTIONS, LLC2 years

Filed as: RIVERSEDGE ADV RET SOLUTIONS, LLC

Service code 15 · EIN 27-1155910

Recordkeeping

$4,951

CHARLES SCHWAB & CO., INC.1 year

Service code 59 · EIN 94-1737782

Shareholder Servicing

AUTO-CHLOR SYSTEM, INC. PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUTO-CHLOR SYSTEM, INC. PROFIT SHARING AND 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