Retirement plan

UPLAND FAB, INC. 401(K) PROFIT SHARING PLAN

Name: UPLAND FAB, INC. - UPLAND FAB, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: UPLAND FAB, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UPLAND FAB, INC. 401(K) PROFIT SHARING PLAN, UPLAND FAB, INC.

UPLAND FAB, INC.EIN 95-2646976Plan #001PY 2018

1445 WEST BROOKS STREET, UNIT L - ONTARIO, CA 91762909-986-6565uplandfab.comLinkedIn11-50 employeesaviation & aerospace

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$992K

+1.6% from 2017

Total participants

-13.0% from 2017

Average account balance

$66,114

-5.2% from 2017

Annual return

-8.99%

-24.37 pp from 2017

Benchmarks

See 8,254 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,254 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.18M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

64.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$179K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1165

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

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 codes2E2F2G2J

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.

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

$3K

$205 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.351%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,114

$99,032-33.2%

$80,022-17.4%

$135,382-51.2%

Participation rate

70.6%

78.4%-7.8pp

75.8%-5.2pp

82.6%-12.1pp

Annual return

-8.99%

15.39%-24.4pp

11.22%-20.2pp

519.77%-528.8pp

Employer contribution / active EE

$2,241

$3,043-26.4%

$2,468-9.2%

$4,779-53.1%

Participant deferral / active EE

$3,847

$4,282-10.2%

$3,686+4.4%

$5,609-31.4%

Admin fee / account holder

$232

$10,436-97.8%

$6,521-96.4%

$10,829-97.9%

UPLAND FAB, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UPLAND FAB, 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