Retirement plan

LLOYD DESIGN CORPORATION 401(K) PLAN

Name: LLOYD DESIGN CORPORATION - LLOYD DESIGN CORPORATION 401(K) PLAN (2020) Form 5500
Creator: LLOYD DESIGN CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LLOYD DESIGN CORPORATION 401(K) PLAN, LLOYD DESIGN CORPORATION

LLOYD DESIGN CORPORATIONEIN 95-2885440Plan #002PY 2020

19731 NORDHOFF ST - NORTHRIDGE, CA 913243330818-768-6001

Other plans on this EIN

1 filing

#001Retirement-$20.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.5M

+20.3% from 2019

Total participants

+1.9% from 2019

Average account balance

$120,586

+15.1% from 2019

Annual return

19.24%

-9.24 pp from 2019

Benchmarks

See 14,879 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,879 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-79.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$321K

$6695 / participant

Other / not subdivided$321K100.0%

% of EOY assets

5.794%

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

$120,586

$78,423+53.8%

$95,964+25.7%

$79,856+51.0%

Participation rate

85.4%

73.5%+11.9pp

77.1%+8.3pp

69.6%+15.8pp

Annual return

19.24%

19.37%-0.1pp

91.64%-72.4pp

31.71%-12.5pp

Employer contribution / active EE

$2,751

$1,945+41.4%

$2,541+8.2%

$2,471+11.3%

Participant deferral / active EE

$4,819

$3,440+40.1%

$4,167+15.7%

$3,741+28.8%

Admin fee / account holder

$6,986

$5,622+24.3%

$6,797+2.8%

$5,306+31.7%

LLOYD DESIGN CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LLOYD DESIGN 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