Retirement plan

TRIANGLE DISTRIBUTING CO 401(K) PLAN

Name: TRIANGLE DISTRIBUTING CO. - TRIANGLE DISTRIBUTING CO 401(K) PLAN (2018) 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 2018

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)

$42.7M

-10.0% from 2017

Total participants

342

-5.8% from 2017

Average account balance

$133,546

-3.8% from 2017

Annual return

-5.37%

-23.74 pp from 2017

Benchmarks

See 1,274 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,274 peers

Snapshot2018

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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$3,535

Plan features & details

Pension benefit codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$4K

$14 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.008%

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

$133,546

$62,267+114.5%

$110,241+21.1%

$55,725+139.7%

Participation rate

91.2%

78.1%+13.1pp

79.8%+11.4pp

70.9%+20.3pp

Annual return

-5.37%

-1.07%-4.3pp

314.75%-320.1pp

244.93%-250.3pp

Employer contribution / active EE

$4,041

$1,941+108.2%

$3,827+5.6%

$2,078+94.5%

Participant deferral / active EE

$4,245

$3,516+20.7%

$4,672-9.1%

$3,356+26.5%

Admin fee / account holder

$11

$121-90.9%

$8,548-99.9%

$115-90.4%

Provider

Service type

Compensation

T ROWE PRICE RPS INC4+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$3,535

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