Retirement plan

AIR TREATMENT 401(K) PLAN

Name: AIR TREATMENT CORPORATION - AIR TREATMENT 401(K) PLAN (2017) Form 5500
Creator: AIR TREATMENT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AIR TREATMENT 401(K) PLAN, AIR TREATMENT CORPORATION

AIR TREATMENT CORPORATIONEIN 95-4267892Plan #001PY 2017

640 N PUENTE ST - BREA, CA 928212830909-869-7975airtreatment.comLinkedIn51-200 employeesmechanical or industrial engineering

Other plans on this EIN

1 filing

#005Retirement-$12.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$24M

+11.7% from 2016

Total participants

177

+26.4% from 2016

Average account balance

$165,464

+7.8% from 2016

Annual return

16.66%

+8.08 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.27M

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

266

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$406

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 2 by compensation

Provider	Service type	Compensation
HCVT1 year Service code 10 · EIN 95-4345526	Accounting	$10,000
TRANSAMERICA RETIREMENT SOLUTIONS2 years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$1,200

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$11K

$79 / participant

Contract admin$11K100.0%

% of EOY assets

0.047%

all-in expense ratio

Categories reported

1 / 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: HOLTHOUSE CARLIN & VAN TRIGT LLP
Auditor EIN: 954345526
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$165,464

$71,192+132.4%

$117,861+40.4%

$62,293+165.6%

Participation rate

77.5%

74.2%+3.2pp

79.7%-2.2pp

69.5%+7.9pp

Annual return

16.66%

18.66%-2.0pp

335.11%-318.4pp

28.90%-12.2pp

Employer contribution / active EE

$1,934-100.0%

$3,786-100.0%

$2,042-100.0%

Participant deferral / active EE

$6,387

$3,189+100.3%

$4,482+42.5%

$3,169+101.5%

Admin fee / account holder

$77

$587-86.8%

$8,021-99.0%

$479-83.9%

Provider

Service type

Compensation

HCVT1 year

Service code 10 · EIN 95-4345526

Accounting

$10,000

TRANSAMERICA RETIREMENT SOLUTIONS2 years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$1,200

AIR TREATMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AIR TREATMENT 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