Retirement plan

A&C TRADE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Name: A&C TRADE CONSULTANTS, INC. - A&C TRADE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: A&C TRADE CONSULTANTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A&C TRADE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN, A&C TRADE CONSULTANTS, INC.

A&C TRADE CONSULTANTS, INC.EIN 94-3081158Plan #002PY 2018

ONE EDWARDS COURT, STE 101 - BURLINGAME, CA 94010800-991-1386LinkedIn11-50 employeesconsumer goods

Other plans on this EIN

1 filing

#003Retirement-$2.4M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+10.6% from 2017

Total participants

+10.0% from 2017

Average account balance

$153,064

+0.5% from 2017

Annual return

-2.32%

-7.23 pp from 2017

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.78M

Not enough data

1 years with asset history on file

Average account balance

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

$413K

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.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3264

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 codes2E2F2G2J

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.

Opportunity flags

1 tripped

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

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

$153,064

$135,645+12.8%

$110,243+38.8%

$135,380+13.1%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

-2.32%

513.24%-515.6pp

314.76%-317.1pp

519.81%-522.1pp

Employer contribution / active EE

$8,018

$4,907+63.4%

$3,827+109.5%

$4,779+67.8%

Participant deferral / active EE

$13,833

$5,507+151.2%

$4,672+196.1%

$5,609+146.6%

Admin fee / account holder

$11,458-100.0%

$8,548-100.0%

$10,828-100.0%

A&C TRADE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

A&C TRADE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion