Employers › Fleetwood Metal Industries
Recordkeeping fees per participant · Fleetwood Metal Industries Corporation Retirement Savings Plan · plan year 2023
$17.38
Higher than 22% of the 8,500 plans $1 to 10M that report it.
= $1,234 / 71
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241009110457NAL0010548067005, received 2024-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241009110457NAL0010548067005, received 2024-10-09
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-10-09.
Administrative expenses excluding investment management, per participant
$17.38
Higher than 16% of the 17,126 plans $1 to 10M that report it.
= $1,234 / 71
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241009110457NAL0010548067005, received 2024-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241009110457NAL0010548067005, received 2024-10-09
Administrative expenses per participant
$22.44
Higher than 14% of the 17,762 plans $1 to 10M that report it.
= $1,593 / 71
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241009110457NAL0010548067005, received 2024-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241009110457NAL0010548067005, received 2024-10-09
Administrative expenses as a share of assets
0.068%
Higher than 12% of the 17,798 plans $1 to 10M that report it.
= $1,593 / $2,355,082
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241009110457NAL0010548067005, received 2024-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241009110457NAL0010548067005, received 2024-10-09
Employer contributions per participant
$1,441
Higher than 56% of the 15,688 plans $1 to 10M that report it.
= $102,337 / 71
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241009110457NAL0010548067005, received 2024-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241009110457NAL0010548067005, received 2024-10-09
Employer share of total contributions
39.3%
Higher than 84% of the 15,721 plans $1 to 10M that report it.
= $102,337 / $260,082
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241009110457NAL0010548067005, received 2024-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241009110457NAL0010548067005, received 2024-10-09
97.0% of this plan's assets are held in a master trust. The trust's own filing was not found in the data, so its costs cannot be shown. Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20241009110457NAL0010548067005, received 2024-10-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | FLEETWOOD METAL INDUSTRIES CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Plan name | FLEETWOOD METAL INDUSTRIES CORPORATION RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Sponsor EIN / plan number | 98-0508950 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Sponsor location | SYLACAUGA, AL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Industry (business code) | 332110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Plan year | 2023-01-01 to 2023-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Filing received | 2024-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Participants, beginning of year | 208 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Active participants | 134 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Participants, end of year | 149 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Participants with an account balance | 71 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Total assets, beginning of year | $1,850,237 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Total assets, end of year | $2,355,082 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Net assets, end of year | $2,355,082 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Total income | $635,595 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Net income | $504,845 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Employer contributions | $102,337 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Participant contributions | $151,148 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Other contributions (incl. rollovers) | $6,597 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Total contributions | $260,082 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Benefit payments | $129,157 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Total expenses (incl. benefit payments) | $130,750 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Total administrative expenses | $1,593 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Recordkeeping fees | $1,234 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Investment advisory and management fees | $359 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Administrative expenses excluding investment management | $1,234 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Held in master trusts | $2,283,361 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20241009110457NAL0010548067005, received 2024-10-09 |
| Independent auditor | MEADEN & MOORE, LTD. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20241009110457NAL0010548067005, received 2024-10-09 |
Position = column in the DOL layout for form year 2023. Filing 20241009110457NAL0010548067005, received 2024-10-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INV INST OPERATIONS LLCrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $1,284 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20241009110457NAL0010548067005, received 2024-10-09.
CLEVELAND-CLIFFS INC. DC PLAN MT (EIN 341935031, PN 001): plan interest $2,283,361, 0.1% of the trust. The trust's own filing (20241008060103NAL0029201264004, received 2024-10-08) reports net assets $4,283,388,735, administrative expenses not reported, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.
Sponsor name as filed: FLEETWOOD METAL INDUSTRIES CORPORATION; SEC registrant: Fleetwood Metal Industries, LLC (CIK 1850464, matched by EIN).