Retirement plan

CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN

Name: CONCORDE BATTERY CORPORATION - CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: CONCORDE BATTERY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN, CONCORDE BATTERY CORPORATION

CONCORDE BATTERY CORPORATIONEIN 95-3367682Plan #001PY 2018

2009 W SAN BERNARDINO RD - WEST COVINA, CA 91790626-813-1234LinkedIn11-50 employees

Other plans on this EIN

1 filing

#002Retirement-$1.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.3M

+13.3% from 2017

Total participants

337

+3.1% from 2017

Average account balance

$30,887

+9.9% from 2017

Annual return

8.93%

-5.65 pp from 2017

Benchmarks

See 2,409 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,409 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.52M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

376

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.

64.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+17.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP3+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Claims proc...	$3,249

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$13 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.032%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PENSION ASSURANCE, LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,887

$65,118-52.6%

$76,767-59.8%

$55,725-44.6%

Participation rate

98.0%

79.6%+18.4pp

77.0%+21.1pp

70.9%+27.2pp

Annual return

8.93%

-1.27%+10.2pp

2.43%+6.5pp

244.93%-236.0pp

Employer contribution / active EE

$1,073

$1,941-44.7%

$2,485-56.8%

$2,078-48.4%

Participant deferral / active EE

$2,166

$3,688-41.3%

$3,852-43.8%

$3,356-35.5%

Admin fee / account holder

$10

$116-91.6%

$6,675-99.9%

$115-91.5%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP3+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Claims proc...

$3,249

CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONCORDE BATTERY CORPORATION'S 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