Retirement plan

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

Name: DALLING CONSTRUCTION, INC. - DALLING CONSTRUCTION, INC. SECTION 401(K) PROFIT SHARING PLAN (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.6M

+19.1% from 2019

Total participants

0.0% from 2019

Average account balance

$149,443

+19.1% from 2019

Annual return

9.66%

-1.18 pp from 2019

Benchmarks

See 42,037 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,037 peers

Snapshot2020

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

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

$19K

$1069 / participant

Other / not subdivided$19K100.0%

% of EOY assets

0.415%

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

$149,443

$115,810+29.0%

$101,271+47.6%

$158,966-6.0%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

9.66%

56.15%-46.5pp

46.48%-36.8pp

302.95%-293.3pp

Employer contribution / active EE

$19,001

$4,175+355.1%

$3,660+419.1%

$4,762+299.0%

Participant deferral / active EE

$2,525

$4,958-49.1%

$4,371-42.2%

$5,983-57.8%

Admin fee / account holder

$621

$7,248-91.4%

$5,948-89.6%

$11,250-94.5%

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