Retirement plan

KLURE & HARRIS, INC. DBA KH METALS & SUPPLY 401(K) PROFIT SHARING PLAN

Name: KH METALS & SUPPLY, KLURE & HARRIS, INC. DBA - KLURE & HARRIS, INC. DBA KH METALS & SUPPLY 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: KH METALS & SUPPLY, KLURE & HARRIS, INC. DBA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KLURE & HARRIS, INC. DBA KH METALS & SUPPLY 401(K) PROFIT SHARING PLAN, KH METALS & SUPPLY, KLURE & HARRIS, INC. DBA

KH METALS & SUPPLY, KLURE & HARRIS, INC. DBAdba K H METALS & SUPPLYEIN 95-3137473Plan #003PY 2018

2727 MAIN STREET - RIVERSIDE, CA 92501951-683-3787

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.6M

-0.3% from 2017

Total participants

-13.6% from 2017

Average account balance

$244,521

+15.4% from 2017

Annual return

-6.14%

-22.10 pp from 2017

Benchmarks

See 22,374 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,374 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.40M

Not enough data

1 years with asset history on file

Average account balance

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

$470K

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.

105.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$265K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50584

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$74K

$3886 / participant

Other / not subdivided$74K100.0%

% of EOY assets

1.589%

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

$244,521

$135,645+80.3%

$110,243+121.8%

$135,380+80.6%

Participation rate

100.0%

83.5%+16.5pp

79.8%+20.2pp

82.6%+17.4pp

Annual return

-6.14%

513.24%-519.4pp

314.76%-320.9pp

519.81%-525.9pp

Employer contribution / active EE

$13,158

$4,907+168.2%

$3,827+243.8%

$4,779+175.3%

Participant deferral / active EE

$5,030

$5,507-8.7%

$4,672+7.6%

$5,609-10.3%

Admin fee / account holder

$3,886

$11,458-66.1%

$8,548-54.5%

$10,828-64.1%

KLURE & HARRIS, INC. DBA KH METALS & SUPPLY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KLURE & HARRIS, INC. DBA KH METALS & SUPPLY 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