Retirement plan

CASCADE PUMP CO. 401(K) PROFIT SHARING PLAN

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

CASCADE PUMP CO.EIN 95-1701069Plan #001PY 2022

10107 S. NORWALK BLVD. - SANTA FE SPRINGS, CA 906700767562-946-1414LinkedIn1-10 employeeslogistics and supply chain

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$21.9M

-21.8% from 2021

Total participants

111

-0.9% from 2021

Average account balance

$197,684

-21.8% from 2021

Annual return

-17.86%

-36.78 pp from 2021

Benchmarks

See 14,496 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,496 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.76M

Not enough data

1 years with asset history on file

Average account balance

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

$327K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$779K

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

+18.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12755

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$1.8M

$26587 / participant

Other / not subdivided$2M100.0%

% of EOY assets

8.239%

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

$197,684

$71,872+175.1%

$86,691+128.0%

$68,495+188.6%

Participation rate

100.0%

72.2%+27.8pp

76.6%+23.4pp

67.9%+32.1pp

Annual return

-17.86%

3.53%-21.4pp

35.94%-53.8pp

-7.84%-10.0pp

Employer contribution / active EE

$4,412

$2,173+103.0%

$2,837+55.5%

$2,596+69.9%

Participant deferral / active EE

$5,789

$3,779+53.2%

$4,656+24.3%

$4,028+43.7%

Admin fee / account holder

$16,288

$6,112+166.5%

$7,492+117.4%

$5,403+201.4%

CASCADE PUMP CO. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASCADE PUMP CO. 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