Retirement plan

THE BOBRICK CORPORATION PROFIT SHARING RETIREMENT PLAN

Name: THE BOBRICK CORPORATION - THE BOBRICK CORPORATION PROFIT SHARING RETIREMENT PLAN (2017) Form 5500
Creator: THE BOBRICK CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BOBRICK CORPORATION PROFIT SHARING RETIREMENT PLAN, THE BOBRICK CORPORATION

THE BOBRICK CORPORATIONEIN 95-2500371Plan #001PY 2017

6901 TUJUNGA AVENUE - NORTH HOLLYWOOD, CA 91605818-503-1603

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed November 21, 2022

Plan administrator

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6901 Tujunga Ave.

North Hollywood, CA 91605

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Plans declared (1)

The Bobrick Corporation Deferred Compensation Plan27 emp

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Total assets (EOY)

$50.8M

+16.1% from 2016

Total participants

587

-5.9% from 2016

Average account balance

$87,696

+23.8% from 2016

Annual return

13.45%

+9.49 pp from 2016

Benchmarks

See 1,232 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,232 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$92.31M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

793

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.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$183

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393	Recordkeeping	$27,167

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$53K

$108 / participant

Other / not subdivided$53K100.0%

% of EOY assets

0.105%

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: HOLTHOUSE CARLIN & VAN TRIGT LLP
Auditor EIN: 954345526
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$87,696

$71,666+22.4%

$117,857-25.6%

$69,631+25.9%

Participation rate

98.4%

77.5%+20.8pp

79.7%+18.7pp

70.7%+27.7pp

Annual return

13.45%

18.86%-5.4pp

335.09%-321.6pp

27571.02%-27557.6pp

Employer contribution / active EE

$2,080

$1,889+10.1%

$3,786-45.1%

$2,032+2.3%

Participant deferral / active EE

$4,433

$3,340+32.8%

$4,482-1.1%

$3,224+37.5%

Admin fee / account holder

$92

$120-23.3%

$8,020-98.8%

$110-16.4%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.2+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$27,167

THE BOBRICK CORPORATION PROFIT SHARING RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BOBRICK CORPORATION PROFIT SHARING RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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