Retirement plan

NIELSEN BUILDING MATERIALS, INC. 401(K) PROFIT SHARING PLAN

Name: NIELSEN BUILDING MATERIALS, INC. - NIELSEN BUILDING MATERIALS, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: NIELSEN BUILDING MATERIALS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NIELSEN BUILDING MATERIALS, INC. 401(K) PROFIT SHARING PLAN, NIELSEN BUILDING MATERIALS, INC.

NIELSEN BUILDING MATERIALS, INC.EIN 95-1961282Plan #001PY 2020

1230 MISSION DRIVE - SOLVANG, CA 93463805-688-6464nbmlumber.comLinkedIn1-10 employeesbuilding materials

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.8M

+23.5% from 2019

Total participants

0.0% from 2019

Average account balance

$282,552

+7.5% from 2019

Annual return

24.77%

+7.68 pp from 2019

Benchmarks

See 9,302 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,302 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$11.57M

Not enough data

1 years with asset history on file

Average account balance

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

$362K

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

$152K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14342

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$254K

$9089 / participant

Other / not subdivided$254K100.0%

% of EOY assets

2.905%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$282,552

$65,041+334.4%

$90,951+210.7%

$79,858+253.8%

Participation rate

100.0%

61.6%+38.4pp

69.0%+31.0pp

69.6%+30.4pp

Annual return

24.77%

30.45%-5.7pp

134.60%-109.8pp

31.71%-6.9pp

Employer contribution / active EE

$1,927

$1,247+54.5%

$2,122-9.2%

$2,471-22.0%

Participant deferral / active EE

$2,931

$2,512+16.7%

$3,373-13.1%

$3,740-21.6%

Admin fee / account holder

$8,209

$4,536+81.0%

$5,959+37.8%

$5,306+54.7%

NIELSEN BUILDING MATERIALS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NIELSEN BUILDING MATERIALS, 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