Retirement plan

DALLING CONSTRUCTION, INC. SECTION 401(K) PROFIT SHARING PLAN

Name: DALLING CONSTRUCTION, INC. - DALLING CONSTRUCTION, INC. SECTION 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: DALLING CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DALLING CONSTRUCTION, INC. SECTION 401(K) PROFIT SHARING PLAN, DALLING CONSTRUCTION, INC.

DALLING CONSTRUCTION, INC.EIN 06-0801882Plan #001PY 2019

205 WATSON BOULEVARD - STRATFORD, CT 06615203-333-0345LinkedIn1-10 employeesconstruction

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.9M

+15.8% from 2018

Total participants

+3.3% from 2018

Average account balance

$125,448

+12.1% from 2018

Annual return

10.84%

+10.41 pp from 2018

Benchmarks

See 40,731 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,731 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.04M

Not enough data

1 years with asset history on file

Average account balance

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

$261K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$453K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+29.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1980

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 codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$126K

$6634 / participant

Other / not subdivided$126K100.0%

% of EOY assets

3.241%

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

$125,448

$107,363+16.8%

$92,909+35.0%

$152,897-18.0%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

10.84%

145.63%-134.8pp

109.44%-98.6pp

345.43%-334.6pp

Employer contribution / active EE

$13,158

$4,222+211.6%

$3,653+260.2%

$4,764+176.2%

Participant deferral / active EE

$2,237

$4,848-53.9%

$4,238-47.2%

$5,851-61.8%

Admin fee / account holder

$4,066

$7,082-42.6%

$5,795-29.8%

$11,599-64.9%

DALLING CONSTRUCTION, INC. SECTION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DALLING CONSTRUCTION, INC. SECTION 401(K) 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