Retirement plan

TRIANGLE DISTRIBUTING CO 401(K) PLAN

Name: TRIANGLE DISTRIBUTING CO. - TRIANGLE DISTRIBUTING CO 401(K) PLAN (2016) Form 5500
Creator: TRIANGLE DISTRIBUTING CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIANGLE DISTRIBUTING CO 401(K) PLAN, TRIANGLE DISTRIBUTING CO.

TRIANGLE DISTRIBUTING CO.EIN 95-1969507Plan #001PY 2016

12065 EAST PIKE STREET - SANTA FE SPRINGS, CA 90670562-463-2642heimark.comLinkedIn51-200 employeeswholesale

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$42.3M

+7.4% from 2015

Total participants

364

-1.4% from 2015

Average account balance

$124,892

+6.4% from 2015

Annual return

6.86%

+6.37 pp from 2015

Benchmarks

See 1,219 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,219 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$41.09M

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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.

251

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.49M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$165

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$1,870

Plan features & details

Pension benefit codes2E2J3D3H

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$6 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KMJ CORBIN & COMPANY LLP
Auditor EIN: 810569753
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$124,892

$107,378+16.3%

$108,582+15.0%

$57,658+116.6%

Participation rate

92.5%

77.1%+15.4pp

79.6%+12.9pp

70.2%+22.3pp

Annual return

6.86%

12.80%-5.9pp

-51.70%+58.6pp

5.13%+1.7pp

Employer contribution / active EE

$2,777

$1,782+55.9%

$3,758-26.1%

$1,974+40.7%

Participant deferral / active EE

$2,171

$3,221-32.6%

$4,311-49.6%

$3,061-29.1%

Admin fee / account holder

$108-94.9%

$7,645-99.9%

$95-94.2%

Provider

Service type

Compensation

T ROWE PRICE RPS INC2+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$1,870

TRIANGLE DISTRIBUTING CO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIANGLE DISTRIBUTING CO 401(K) 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