Retirement plan

ACCU-LOGISTICS, LLC 401(K) SAFE HARBOR PROFIT SHARING PLAN

Name: ACCU-LOGISTICS, LLC - ACCU-LOGISTICS, LLC 401(K) SAFE HARBOR PROFIT SHARING PLAN (2020) Form 5500
Creator: ACCU-LOGISTICS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACCU-LOGISTICS, LLC 401(K) SAFE HARBOR PROFIT SHARING PLAN, ACCU-LOGISTICS, LLC

ACCU-LOGISTICS, LLCEIN 94-3345943Plan #001PY 2020

2031 BURROUGHS AVENUE - SAN LEANDRO, CA 94577510-614-6300accu-logistics.comLinkedIn11-50 employeeslogistics and supply chain

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

+18.9% from 2019

Total participants

-7.7% from 2019

Average account balance

$127,470

+28.8% from 2019

Annual return

10.69%

-6.19 pp from 2019

Benchmarks

See 1,133 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,133 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.51M

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$320K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12719

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$13K

$598 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.410%

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

$127,470

$129,239-1.4%

$93,419+36.5%

$158,966-19.8%

Participation rate

100.0%

70.9%+29.1pp

66.8%+33.2pp

82.0%+18.0pp

Annual return

10.69%

118.21%-107.5pp

78.05%-67.4pp

302.95%-292.3pp

Employer contribution / active EE

$3,547

$2,711+30.8%

$2,075+70.9%

$4,762-25.5%

Participant deferral / active EE

$6,663

$3,909+70.5%

$3,126+113.2%

$5,983+11.4%

Admin fee / account holder

$523

$7,383-92.9%

$5,230-90.0%

$11,250-95.4%

ACCU-LOGISTICS, LLC 401(K) SAFE HARBOR PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACCU-LOGISTICS, LLC 401(K) SAFE HARBOR 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