Retirement plan

ATTHOWE TRANSPORTATION CO., INC. 401(K) PROFIT SHARING PLAN

Name: ATTHOWE TRANSPORTATION CO., INC. - ATTHOWE TRANSPORTATION CO., INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ATTHOWE TRANSPORTATION CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATTHOWE TRANSPORTATION CO., INC. 401(K) PROFIT SHARING PLAN, ATTHOWE TRANSPORTATION CO., INC.

ATTHOWE TRANSPORTATION CO., INC.EIN 94-2169817Plan #001PY 2016

3924 MARKET STREET - OAKLAND, CA 946083828510-654-6816

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

+19.6% from 2015

Total participants

+2.3% from 2015

Average account balance

$63,592

+8.5% from 2015

Annual return

7.80%

+9.83 pp from 2015

Benchmarks

See 3,429 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,429 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.65M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

79.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$350K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8683

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 codes2E2G2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$12K

$324 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.439%

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

$63,592

$47,944+32.6%

$67,834-6.3%

$62,881+1.1%

Participation rate

94.6%

61.1%+33.5pp

68.8%+25.8pp

69.3%+25.3pp

Annual return

7.80%

11.77%-4.0pp

138.47%-130.7pp

20.14%-12.3pp

Employer contribution / active EE

$572

$1,562-63.4%

$2,403-76.2%

$2,281-74.9%

Participant deferral / active EE

$7,048

$2,247+213.7%

$3,160+123.1%

$3,203+120.0%

Admin fee / account holder

$279

$3,712-92.5%

$4,622-94.0%

$4,296-93.5%

ATTHOWE TRANSPORTATION CO., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATTHOWE TRANSPORTATION CO., INC. 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