Retirement plan

EMPLOYEE BENEFIT PLAN OF OLDLAND DISTRIBUTING, INC.

Name: OLDLAND DISTRIBUTING, INC. - EMPLOYEE BENEFIT PLAN OF OLDLAND DISTRIBUTING, INC. (2021) Form 5500
Creator: OLDLAND DISTRIBUTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF OLDLAND DISTRIBUTING, INC., OLDLAND DISTRIBUTING, INC.

OLDLAND DISTRIBUTING, INC.EIN 93-0792189Plan #001PY 2021

305 BATEMAN DR - CENTRAL POINT, OR 975023277541-664-7080LinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+42.7% from 2020

Total participants

+17.4% from 2020

Average account balance

$47,228

+36.7% from 2020

Annual return

28.55%

+25.76 pp from 2020

Benchmarks

See 7,536 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort7,536 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

95.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4416

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 codes2F2G2T3D

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.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$230

$12 / participant

Other / not subdivided$230100.0%

% of EOY assets

0.020%

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

$47,228

$104,709-54.9%

$85,705-44.9%

$167,553-71.8%

Participation rate

85.0%

76.4%+8.6pp

69.9%+15.1pp

82.1%+2.9pp

Annual return

28.55%

21.45%+7.1pp

21.49%+7.1pp

478.89%-450.3pp

Employer contribution / active EE

$903

$3,338-72.9%

$2,619-65.5%

$4,840-81.3%

Participant deferral / active EE

$4,701

$4,827-2.6%

$3,924+19.8%

$6,343-25.9%

Admin fee / account holder

$10

$10,036-99.9%

$6,877-99.9%

$12,316-99.9%

EMPLOYEE BENEFIT PLAN OF OLDLAND DISTRIBUTING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF OLDLAND DISTRIBUTING, INC.

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