Retirement plan

DIE & TOOL PRODUCTS CO., INC. 401(K) PROFIT-SHARING PLAN

Name: DIE & TOOL PRODUCTS CO., INC. - DIE & TOOL PRODUCTS CO., INC. 401(K) PROFIT-SHARING PLAN (2024) Form 5500
Creator: DIE & TOOL PRODUCTS CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIE & TOOL PRODUCTS CO., INC. 401(K) PROFIT-SHARING PLAN, DIE & TOOL PRODUCTS CO., INC.

DIE & TOOL PRODUCTS CO., INC.EIN 94-2288838Plan #002PY 2024

1842 SABRE STREET - HAYWARD, CA 94545415-822-2888

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.7M

+16.8% from 2023

Total participants

-5.9% from 2023

Average account balance

$732,682

+24.1% from 2023

Annual return

20.52%

+8.95 pp from 2023

Benchmarks

See 23,033 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort23,033 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.30M

Not enough data

1 years with asset history on file

Average account balance

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

$665K

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$381K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+11.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$124964

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 codes2E2H2J3D2F2R

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$806K

$57546 / participant

Other / not subdivided$806K100.0%

% of EOY assets

6.872%

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

$732,682

$117,904+521.4%

$102,457+615.1%

$145,978+401.9%

Participation rate

100.0%

78.6%+21.4pp

76.5%+23.5pp

80.3%+19.7pp

Annual return

20.52%

31.80%-11.3pp

29.41%-8.9pp

550.52%-530.0pp

Employer contribution / active EE

$18,064

$3,613+399.9%

$3,022+497.7%

$4,662+287.5%

Participant deferral / active EE

$10,414

$5,733+81.6%

$5,054+106.0%

$6,690+55.7%

Admin fee / account holder

$50,353

$13,329+277.8%

$9,451+432.7%

$13,400+275.8%

DIE & TOOL PRODUCTS CO., INC. 401(K) PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIE & TOOL PRODUCTS 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