Retirement plan

INTERNATIONAL METALLURGICAL SERVICES, INC. PROFIT SHARING PLAN

Name: INTERNATIONAL METALLURGICAL SERVICES, INC. - INTERNATIONAL METALLURGICAL SERVICES, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: INTERNATIONAL METALLURGICAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL METALLURGICAL SERVICES, INC. PROFIT SHARING PLAN, INTERNATIONAL METALLURGICAL SERVICES, INC.

INTERNATIONAL METALLURGICAL SERVICES, INC.EIN 95-3143249Plan #002PY 2022

6371 ARIZONA CIRCLE - LOS ANGELES, CA 900451201310-645-7300LinkedIn11-50 employeesmining & metals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$602K

-0.3% from 2021

Total participants

+11.5% from 2021

Average account balance

$20,744

-10.6% from 2021

Annual return

-15.16%

+1.04 pp from 2021

Benchmarks

See 22,362 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,362 peers

Snapshot2022

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

-100.00%

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$69K

$3439 / participant

Other / not subdivided$69K100.0%

% of EOY assets

11.435%

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

$20,744

$100,811-79.4%

$86,698-76.1%

$134,545-84.6%

Participation rate

100.0%

79.0%+21.0pp

76.6%+23.4pp

81.2%+18.8pp

Annual return

-15.16%

29.11%-44.3pp

35.96%-51.1pp

418.37%-433.5pp

Employer contribution / active EE

$1,683

$3,490-51.8%

$2,837-40.7%

$4,742-64.5%

Participant deferral / active EE

$2,800

$5,339-47.6%

$4,656-39.9%

$6,401-56.3%

Admin fee / account holder

$2,372

$10,926-78.3%

$7,492-68.3%

$11,431-79.2%

INTERNATIONAL METALLURGICAL SERVICES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL METALLURGICAL SERVICES, INC. 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