Retirement plan

TRUCK TRAILS NORTHWEST, L.L.C. 401(K) PROFIT SHARING PLAN

Name: TRUCK TRAILS NORTHWEST, L.L.C. - TRUCK TRAILS NORTHWEST, L.L.C. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: TRUCK TRAILS NORTHWEST, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRUCK TRAILS NORTHWEST, L.L.C. 401(K) PROFIT SHARING PLAN, TRUCK TRAILS NORTHWEST, L.L.C.

TRUCK TRAILS NORTHWEST, L.L.C.EIN 91-2131489Plan #002PY 2018

12405 MUKILTEO SPEEDWAY - LYNNWOOD, WA 980871531425-514-5859trucktrailsnorthwest.comLinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$845K

+4.8% from 2017

Total participants

+19.0% from 2017

Average account balance

$40,261

+4.8% from 2017

Annual return

3.19%

-20.81 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.01M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+23.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4333

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 codes3B2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

Admin total

$2K

$161 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.286%

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

$40,261

$90,607-55.6%

$79,467-49.3%

$135,380-70.3%

Participation rate

73.3%

76.0%-2.7pp

73.3%0pp

82.6%-9.3pp

Annual return

3.19%

977.74%-974.5pp

718.30%-715.1pp

519.81%-516.6pp

Employer contribution / active EE

$239

$3,068-92.2%

$2,800-91.5%

$4,779-95.0%

Participant deferral / active EE

$643

$4,050-84.1%

$3,704-82.6%

$5,609-88.5%

Admin fee / account holder

$115

$5,895-98.1%

$5,104-97.7%

$10,828-98.9%

TRUCK TRAILS NORTHWEST, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRUCK TRAILS NORTHWEST, L.L.C. 401(K) 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