Retirement plan

DAMERON ALLOY FOUNDRIES CORPORATION 401(K) PLAN

Name: DAMERON ALLOY FOUNDRIES CORPORATION - DAMERON ALLOY FOUNDRIES CORPORATION 401(K) PLAN (2018) Form 5500
Creator: DAMERON ALLOY FOUNDRIES CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAMERON ALLOY FOUNDRIES CORPORATION 401(K) PLAN, DAMERON ALLOY FOUNDRIES CORPORATION

DAMERON ALLOY FOUNDRIES CORPORATIONEIN 95-2254773Plan #002PY 2018

6330 GATEWAY DRIVE, SUITE B - CYPRESS, CA 90630714-820-6699dameron.netLinkedIn51-200 employeesmining & metals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.9M

-9.3% from 2017

Total participants

131

0.0% from 2017

Average account balance

$62,332

-6.9% from 2017

Annual return

-7.13%

-24.58 pp from 2017

Benchmarks

See 14,948 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,948 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.01M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

78.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$166K

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

-0.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3092

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

Top 3 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Filed as: MASSASHUSETTS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 1300 S. CLINTON STREET · SPRINGFIELD, MA 01111	Indirect Investment Fees	$26,764
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121	Insurance Commissions	$22,010
PRB ADMINISTRATORS, INC.4+ years Service code 13 · EIN 38-2799783 1990 S. BUNDY DRIVE, SUITE 410 · LOS ANGELES, CA 90025	Contract Administrator	$0

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D3H

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.
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

$27K

$279 / participant

Investment mgmt$27K100.0%

% of EOY assets

0.387%

all-in expense ratio

Categories reported

1 / 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: WERTZ & COMPANY
Auditor EIN: 020639624
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,332

$62,583-0.4%

$76,767-18.8%

$64,173-2.9%

Participation rate

79.2%

72.8%+6.3pp

77.0%+2.2pp

69.6%+9.6pp

Annual return

-7.13%

-1.95%-5.2pp

2.43%-9.6pp

7.63%-14.8pp

Employer contribution / active EE

$1,832-100.0%

$2,485-100.0%

$2,381-100.0%

Participant deferral / active EE

$2,478

$3,145-21.2%

$3,852-35.7%

$3,470-28.6%

Admin fee / account holder

$241

$4,667-94.8%

$6,675-96.4%

$4,887-95.1%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Filed as: MASSASHUSETTS MUTUAL LIFE INS. CO.

Service code 52 · EIN 04-1590850

1300 S. CLINTON STREET · SPRINGFIELD, MA 01111

Indirect Investment Fees

$26,764

LPL FINANCIAL3+ years

Filed as: LPL FINANCIAL CORPORATION

Service code 53 · EIN 95-2834236

4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121

Insurance Commissions

$22,010

PRB ADMINISTRATORS, INC.4+ years

Service code 13 · EIN 38-2799783

1990 S. BUNDY DRIVE, SUITE 410 · LOS ANGELES, CA 90025

Contract Administrator

DAMERON ALLOY FOUNDRIES CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAMERON ALLOY FOUNDRIES CORPORATION 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