Retirement plan

ALPERT & ALPERT IRON & METAL, INC. LOS ANGELES UNION 401K PLAN

Name: ALPERT & ALPERT IRON & METAL, INC. - ALPERT & ALPERT IRON & METAL, INC. LOS ANGELES UNION 401K PLAN (2018) Form 5500
Creator: ALPERT & ALPERT IRON & METAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALPERT & ALPERT IRON & METAL, INC. LOS ANGELES UNION 401K PLAN, ALPERT & ALPERT IRON & METAL, INC.

ALPERT & ALPERT IRON & METAL, INC.EIN 95-1860560Plan #004PY 2018

1815 S. SOTO STREET - LOS ANGELES, CA 90023323-265-4040alpertandalpert.comLinkedIn501-1000 employeesmining & metals

Other plans on this EIN

2 filings

#001Retirement-$15.6M assets #006Retirement-$621K assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$496K

+9.7% from 2017

Total participants

0.0% from 2017

Average account balance

$11,541

+12.3% from 2017

Annual return

1.68%

-2.95 pp from 2017

Benchmarks

See 14,950 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,950 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$583K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

126.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+3.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$868

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 codes2E2F2G2J3D3H2T

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$251 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.819%

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

$11,541

$62,586-81.6%

$76,766-85.0%

$64,181-82.0%

Participation rate

97.2%

72.8%+24.4pp

77.0%+20.3pp

69.6%+27.7pp

Annual return

1.68%

-1.95%+3.6pp

2.43%-0.7pp

7.63%-6.0pp

Employer contribution / active EE

$969

$1,832-47.1%

$2,485-61.0%

$2,381-59.3%

Participant deferral / active EE

$287

$3,145-90.9%

$3,851-92.6%

$3,470-91.7%

Admin fee / account holder

$210

$4,667-95.5%

$6,675-96.9%

$4,887-95.7%

ALPERT & ALPERT IRON & METAL, INC. LOS ANGELES UNION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALPERT & ALPERT IRON & METAL, INC. LOS ANGELES UNION 401K 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