Retirement plan

FLATIRON CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN

Name: FLATIRON CONSTRUCTION CORPORATION - FLATIRON CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: FLATIRON CONSTRUCTION CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLATIRON CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN, FLATIRON CONSTRUCTION CORPORATION

FLATIRON CONSTRUCTION CORPORATIONEIN 04-3147491Plan #004PY 2015

10188 E I25 FRONTAGE RD - FIRESTONE, CO 80504720-494-8030flatironcorp.comLinkedIn1001-5000 employeesconstruction

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed September 6, 2018

Plan administrator

Plan administrator name— Sign in and upgrade to view

385 Interlocken Crescent, Suite 900

Broomfield State: CO Zip Code: 80020

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Plans declared (1)

Flatiron Construction Corporation Executive Deferred Compensation Plan3 emp

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Total assets (EOY)

$71.3M

No prior year

Total participants

871

No prior year

Average account balance

$82,145

No prior year

Annual return

0.34%

No prior year

Benchmarks

See 885 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort885 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$260.97M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

2,203

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.

93.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26.70M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+16.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$200

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
COOK STREET CONSULTING1+ years Filed as: COOK STREET CONSULTING INC. Service code 16 · EIN 84-0854432	Consulting	$36,000
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$28,770
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$8,323
EIDE BAILLY LLP1+ years Filed as: EIDEBAILLY Service code 10 · EIN 45-0250958	Accounting	$8,301

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$82K

$168 / participant

Investment mgmt$8K10.1%
Other / not subdivided$74K89.9%

% of EOY assets

0.115%

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: EIDE BAILLY
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,145

$50,498+62.7%

$75,784+8.4%

$55,191+48.8%

Participation rate

99.4%

69.4%+30.0pp

75.8%+23.6pp

69.2%+30.2pp

Annual return

0.34%

1.80%-1.5pp

9.68%-9.3pp

10.78%-10.4pp

Employer contribution / active EE

$6,005

$2,291+162.1%

$3,323+80.7%

$1,899+216.2%

Participant deferral / active EE

$7,238

$2,589+179.6%

$3,652+98.2%

$3,046+137.6%

Admin fee / account holder

$95

$123-23.1%

$5,300-98.2%

$91+4.3%

Provider

Service type

Compensation

COOK STREET CONSULTING1+ years

Filed as: COOK STREET CONSULTING INC.

Service code 16 · EIN 84-0854432

Consulting

$36,000

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$28,770

STRATEGIC ADVISORS, INC.1+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$8,323

EIDE BAILLY LLP1+ years

Filed as: EIDEBAILLY

Service code 10 · EIN 45-0250958

Accounting

$8,301

FLATIRON CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLATIRON CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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