Retirement plan

CAL-COMP USA 401(K) AND PROFIT SHARING PLAN

Name: CAL-COMP USA - CAL-COMP USA 401(K) AND PROFIT SHARING PLAN (2023) Form 5500
Creator: CAL-COMP USA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAL-COMP USA 401(K) AND PROFIT SHARING PLAN, CAL-COMP USA

CAL-COMP USAEIN 95-3624430Plan #001PY 2023

1940 CAMINO VIDA ROBLE - CARLSBAD, CA 92008858-450-0611calcompusa.comLinkedIn201-500 employeeselectrical/electronic manufacturing

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$10.4M

+15.7% from 2022

Total participants

171

-4.5% from 2022

Average account balance

$67,582

+17.9% from 2022

Annual return

24.27%

+46.11 pp from 2022

Benchmarks

See 14,453 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,453 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.12M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

146

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.

60.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$444K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+20.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23

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
FIDELITY INVESTMENTS INSTITUTIONAL9+ years Service code 37 · EIN 04-2647786	Loan Processing	$881

Plan features & details

Pension benefit codes2E2G2J2T2F3D

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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$2K

$31 / participant

Recordkeeping$88140.3%
Investment mgmt$1K59.7%

% of EOY assets

0.021%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: AUDIT AND TAX SOLUTIONS CPAS
Auditor EIN: 943211753
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,582

$80,983-16.5%

$96,544-30.0%

$75,177-10.1%

Participation rate

75.7%

71.8%+3.9pp

76.0%-0.3pp

67.2%+8.5pp

Annual return

24.27%

27.05%-2.8pp

25.88%-1.6pp

160.75%-136.5pp

Employer contribution / active EE

$2,436

$2,282+6.7%

$2,966-17.9%

$2,671-8.8%

Participant deferral / active EE

$6,849

$3,929+74.3%

$4,851+41.2%

$4,126+66.0%

Admin fee / account holder

$14

$6,717-99.8%

$8,254-99.8%

$5,651-99.7%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL9+ years

Service code 37 · EIN 04-2647786

Loan Processing

$881

CAL-COMP USA 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAL-COMP USA 401(K) AND 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