Retirement plan

CARBON ACTIVATED CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

Name: CARBON ACTIVATED CORPORATION - CARBON ACTIVATED CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: CARBON ACTIVATED CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARBON ACTIVATED CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST, CARBON ACTIVATED CORPORATION

CARBON ACTIVATED CORPORATIONEIN 95-4577883Plan #001PY 2019

2250 S. CENTRAL AVENUE - COMPTON, CA 90220310-885-4555LinkedIn1-10 employees

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+28.2% from 2018

Total participants

112

-7.4% from 2018

Average account balance

$27,197

+47.3% from 2018

Annual return

21.55%

+25.18 pp from 2018

Benchmarks

See 2,364 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,364 peers

Snapshot2019

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.59M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

103

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.

56.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$914K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3503

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408	Contract Administrator	$11,803
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FINANCIAL, LLC Service code 26 · EIN 26-2409194 630 DUNDEE RD · NORTHBROOK, IL 60062	Advisory (Participants)	$11,319

Plan features & details

Pension benefit codes2A2E2F2G2J2R2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$23K

$231 / participant

Investment mgmt$11K49.0%
Contract admin$12K51.0%

% of EOY assets

0.842%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BORODA HOLM, A PROFESSIONAL CORP.
Auditor EIN: 952848059
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,197

$86,332-68.5%

$125,175-78.3%

$65,185-58.3%

Participation rate

89.0%

75.3%+13.7pp

79.8%+9.2pp

70.2%+18.8pp

Annual return

21.55%

27.43%-5.9pp

43.79%-22.2pp

29.38%-7.8pp

Employer contribution / active EE

$1,967

$2,040-3.5%

$3,865-49.1%

$2,177-9.6%

Participant deferral / active EE

$3,229

$3,537-8.7%

$4,937-34.6%

$3,514-8.1%

Admin fee / account holder

$229

$609-62.4%

$9,702-97.6%

$847-73.0%

Provider

Service type

Compensation

TD AMERITRADE, INC.1 year

Filed as: TD AMERITRADE TRUST COMPANY

Service code 13 · EIN 20-0937408

Contract Administrator

$11,803

IRON-CO-FID-COMPREHENSIVE2 years

Filed as: IRON FINANCIAL, LLC

Service code 26 · EIN 26-2409194

630 DUNDEE RD · NORTHBROOK, IL 60062

Advisory (Participants)

$11,319

CARBON ACTIVATED CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARBON ACTIVATED CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

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