Retirement plan

PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN

Name: PLANT/ALLISON CORPORATION - PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN (2024) Form 5500
Creator: PLANT/ALLISON CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN, PLANT/ALLISON CORPORATION

PLANT/ALLISON CORPORATIONEIN 01-0611050Plan #001PY 2024

300 NEWHALL STREET - SAN FRANCISCO, CA 94124415-285-0500LinkedIn51-200 employeesconstruction

Prospect flagsHigh feesHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$60.3M

+18.0% from 2023

Total participants

188

+4.4% from 2023

Average account balance

$340,659

+12.7% from 2023

Annual return

18.91%

+1.42 pp from 2023

Benchmarks

See 3,451 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,451 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-94.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
WILLIS TOWERS WATSON US LLC1 year Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 · EIN 52-1868818	Advisory (Plan)	$45,000
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576	Claims processing; Custodial (other t...	$41,254

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D

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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$63K

$508 / participant

Contract admin$63K100.0%

% of EOY assets

0.104%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: HOOD & STRONG LLP
Auditor EIN: 941254756
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$340,659

$80,724+322.0%

$103,333+229.7%

$74,495+357.3%

Participation rate

91.1%

65.7%+25.4pp

74.5%+16.5pp

67.2%+23.9pp

Annual return

18.91%

27.56%-8.6pp

24.88%-6.0pp

1364.94%-1346.0pp

Employer contribution / active EE

$12,954

$3,157+310.3%

$3,868+234.9%

$2,623+393.8%

Participant deferral / active EE

$13,877

$3,860+259.5%

$5,057+174.4%

$4,346+219.3%

Admin fee / account holder

$353

$2,368-85.1%

$8,355-95.8%

$1,942-81.8%

Provider

Service type

Compensation

WILLIS TOWERS WATSON US LLC1 year

Filed as: TOWERS WATSON INVESTMENT SERVICES I

Service code 27 · EIN 52-1868818

Advisory (Plan)

$45,000

STANCORP FINANCIAL GROUP1 year

Service code 12 · EIN 93-1253576

Claims processing; Custodial (other t...

$41,254

PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLANT/ALLISON CORPORATION PROFIT SHARING 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