Retirement plan

SDRS 401(K) PLAN

Name: SAN DIEGO REFRIGERATED SERVICES, IN - SDRS 401(K) PLAN (2021) Form 5500
Creator: SAN DIEGO REFRIGERATED SERVICES, IN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SDRS 401(K) PLAN, SAN DIEGO REFRIGERATED SERVICES, IN

SAN DIEGO REFRIGERATED SERVICES, INEIN 95-3629802Plan #001PY 2021

802 TERMINAL STREET - SAN DIEGO, CA 92101619-702-9334LinkedIn1-10 employeespackage/freight delivery

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$106K

+14.9% from 2020

Total participants

0.0% from 2020

Average account balance

$26,467

+14.9% from 2020

Annual return

7.04%

+1.71 pp from 2020

Benchmarks

See 1,287 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,287 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$131K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

40.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$636

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

+5.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2F2G2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$108

$11 / participant

Other / not subdivided$108100.0%

% of EOY assets

0.102%

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

$26,467

$136,214-80.6%

$98,775-73.2%

$167,536-84.2%

Participation rate

30.0%

70.2%-40.2pp

65.7%-35.7pp

82.1%-52.1pp

Annual return

7.04%

67.53%-60.5pp

49.92%-42.9pp

478.82%-471.8pp

Employer contribution / active EE

$2,631-100.0%

$2,067-100.0%

$4,839-100.0%

Participant deferral / active EE

$728

$3,716-80.4%

$3,035-76.0%

$6,342-88.5%

Admin fee / account holder

$27

$5,031-99.5%

$4,076-99.3%

$12,315-99.8%

SDRS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SDRS 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