Retirement plan

TUFFLI COMPANY INCORPORATED 401(K) PLAN

Name: TUFFLI COMPANY INCORPORATED - TUFFLI COMPANY INCORPORATED 401(K) PLAN (2018) Form 5500
Creator: TUFFLI COMPANY INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TUFFLI COMPANY INCORPORATED 401(K) PLAN, TUFFLI COMPANY INCORPORATED

TUFFLI COMPANY INCORPORATEDEIN 95-3292672Plan #003PY 2018

2245 W. 190TH STREET - TORRANCE, CA 90504310-326-5500tuffli.comLinkedIn1-10 employeesreal estate

Other plans on this EIN

1 filing

#002Retirement-$1.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$972K

-25.2% from 2017

Total participants

+16.7% from 2017

Average account balance

$161,937

-50.1% from 2017

Annual return

10.83%

-1.70 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.69M

Not enough data

1 years with asset history on file

Average account balance

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

$337K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$176K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+9.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2464

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 codes2G2J3D2T2F

Plan features

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

$548K

$78337 / participant

Other / not subdivided$548K100.0%

% of EOY assets

56.437%

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

$161,937

$211,946-23.6%

$169,452-4.4%

$135,380+19.6%

Participation rate

85.7%

82.6%+3.1pp

77.8%+7.9pp

82.6%+3.1pp

Annual return

10.83%

3.26%+7.6pp

1.83%+9.0pp

519.81%-509.0pp

Employer contribution / active EE

$5,117-100.0%

$4,157-100.0%

$4,779-100.0%

Participant deferral / active EE

$11,604

$6,075+91.0%

$5,277+119.9%

$5,609+106.9%

Admin fee / account holder

$91,393

$11,472+696.7%

$9,110+903.3%

$10,828+744.0%

TUFFLI COMPANY INCORPORATED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TUFFLI COMPANY INCORPORATED 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