Retirement plan

D.E.W. CONSTRUCTION 401(K) PROFIT SHARING PLAN

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

D.E.W. CONSTRUCTION CORP.EIN 04-3360865Plan #001PY 2024

277 BLAIR PARK ROAD, SUITE 130 - WILLISTON, VT 05495802-872-0505

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed July 6, 2005

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$15.2M

+6.5% from 2023

Total participants

167

-6.2% from 2023

Average account balance

$91,985

+5.2% from 2023

Annual return

11.46%

-4.60 pp from 2023

Benchmarks

See 3,444 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,444 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.18M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

165

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.21M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$229

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 5 by compensation

Provider	Service type	Compensation
KESTRA INVESTMENT SERVICES LLC5 years Service code 55 · EIN 35-2552359	Other Commissions	$17,820
TRG INVESTMENT ADVISORS, LLC1 year Filed as: TRG INVESTMENT ADVISORS LLC Service code 27 · EIN 03-0215988	Advisory (Plan)	$14,313
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945	Accounting	$13,000
SWANSON INVESTMENTS, LLC3 years Filed as: THE SWANSON GROUP LLC Service code 10 · EIN 46-1374001	Accounting	$7,623
FIDELITY INVESTMENTS INSTITUTIONAL5 years Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$38K

$340 / participant

Investment mgmt$17K45.3%
Other / not subdivided$21K54.7%

% of EOY assets

0.249%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARON & BLETZER, PLLC
Auditor EIN: 043499945
Audit fees: $20,623
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,985

$80,781+13.9%

$102,437-10.2%

$74,478+23.5%

Participation rate

98.2%

65.7%+32.5pp

74.5%+23.7pp

67.2%+31.0pp

Annual return

11.46%

27.58%-16.1pp

24.95%-13.5pp

1370.56%-1359.1pp

Employer contribution / active EE

$2,075

$3,160-34.3%

$3,871-46.4%

$2,626-21.0%

Participant deferral / active EE

$8,853

$3,862+129.2%

$5,060+75.0%

$4,350+103.5%

Admin fee / account holder

$229

$2,372-90.4%

$8,388-97.3%

$1,946-88.3%

Provider

Service type

Compensation

KESTRA INVESTMENT SERVICES LLC5 years

Service code 55 · EIN 35-2552359

Other Commissions

$17,820

TRG INVESTMENT ADVISORS, LLC1 year

Filed as: TRG INVESTMENT ADVISORS LLC

Service code 27 · EIN 03-0215988

Advisory (Plan)

$14,313

CARON & BLETZER, PLLC1 year

Service code 10 · EIN 04-3499945

Accounting

$13,000

SWANSON INVESTMENTS, LLC3 years

Filed as: THE SWANSON GROUP LLC

Service code 10 · EIN 46-1374001

Accounting

$7,623

FIDELITY INVESTMENTS INSTITUTIONAL5 years

Service code 60

Sub-TA Fees

D.E.W. CONSTRUCTION 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D.E.W. CONSTRUCTION 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

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