Retirement plan

CAVALIERI CONSTRUCTION COMPANY, INC. 401K PROFIT SHARING PLAN

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

CAVALIERI CONSTRUCTION COMPANY, INC .EIN 04-2676194Plan #001PY 2024

269 BALLARDVALE ST. - WILMINGTON, MA 01887617-389-5225cavaliericonstruction.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

+19.0% from 2023

Total participants

+13.3% from 2023

Average account balance

$134,295

+5.0% from 2023

Annual return

16.20%

-1.07 pp from 2023

Benchmarks

See 54,965 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,965 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

141.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5063

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 codes2E2H2J3D2F

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$86K

$7172 / participant

Other / not subdivided$86K100.0%

% of EOY assets

3.770%

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

$134,295

$111,814+20.1%

$103,374+29.9%

$145,959-8.0%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

16.20%

24.77%-8.6pp

24.89%-8.7pp

561.95%-545.7pp

Employer contribution / active EE

$3,029

$4,214-28.1%

$3,869-21.7%

$4,661-35.0%

Participant deferral / active EE

$7,200

$5,618+28.1%

$5,058+42.4%

$6,689+7.6%

Admin fee / account holder

$5,063

$9,754-48.1%

$8,394-39.7%

$13,398-62.2%

CAVALIERI CONSTRUCTION COMPANY, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAVALIERI CONSTRUCTION COMPANY, INC. 401K PROFIT SHARING 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