Retirement plan

UNICOLD CORPORATION 401(K) PROFIT SHARING PLAN

Name: UNICOLD CORPORATION - UNICOLD CORPORATION 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: UNICOLD CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNICOLD CORPORATION 401(K) PROFIT SHARING PLAN, UNICOLD CORPORATION

UNICOLD CORPORATIONEIN 94-1535689Plan #001PY 2022

3140 UALENA STREET - HONOLULU, HI 968191965808-836-2931unicoldcorp.comLinkedIn51-200 employeeslogistics and supply chain

Other plans on this EIN

1 filing

#002Retirement-$87K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.2M

-5.5% from 2021

Total participants

+5.6% from 2021

Average account balance

$75,323

-8.8% from 2021

Annual return

-9.47%

-20.45 pp from 2021

Benchmarks

See 1,021 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort1,021 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.55M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$405K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+8.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1794

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 codes2E2F2G2J3D

Plan features

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).
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

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

$220K

$5003 / participant

Other / not subdivided$220K100.0%

% of EOY assets

5.219%

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

$75,323

$25,979+189.9%

$71,755+5.0%

$68,486+10.0%

Participation rate

97.7%

54.5%+43.2pp

62.3%+35.4pp

67.9%+29.8pp

Annual return

-9.47%

-15.10%+5.6pp

9.09%-18.6pp

-7.85%-1.6pp

Employer contribution / active EE

$4,379

$900+386.4%

$1,704+157.1%

$2,597+68.7%

Participant deferral / active EE

$4,333

$1,522+184.6%

$2,656+63.2%

$4,028+7.6%

Admin fee / account holder

$3,931

$2,022+94.4%

$3,972-1.0%

$5,404-27.3%

UNICOLD CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNICOLD CORPORATION 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