Retirement plan

J. PETROCELLI CONTRACTING, INC. 401(K) PROFIT SHARING PLAN

Name: J. PETROCELLI CONTRACTING, INC. - J. PETROCELLI CONTRACTING, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: J. PETROCELLI CONTRACTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. PETROCELLI CONTRACTING, INC. 401(K) PROFIT SHARING PLAN, J. PETROCELLI CONTRACTING, INC.

J. PETROCELLI CONTRACTING, INC.EIN 11-3036151Plan #002PY 2025

100 COMAC STREET - RONKONKOMA, NY 11779631-981-5200petrocelliinc.comLinkedIn51-200 employeesconstruction

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$17.2M

+5.2% from 2024

Total participants

-15.7% from 2024

Average account balance

$430,413

+28.8% from 2024

Annual return

11.03%

-1.93 pp from 2024

Benchmarks

See 7,520 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort7,520 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.22M

Not enough data

1 years with asset history on file

Average account balance

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

$430K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$482K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38065

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 codes2E2J2F2G3D

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.
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

3 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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$42294 / participant

Other / not subdivided$2M100.0%

% of EOY assets

8.844%

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

$430,413

$93,345+361.1%

$119,126+261.3%

$87,485+392.0%

Participation rate

91.7%

68.7%+22.9pp

75.8%+15.9pp

68.9%+22.7pp

Annual return

11.03%

19.08%-8.1pp

282.11%-271.1pp

26.06%-15.0pp

Employer contribution / active EE

$3,999

$3,172+26.1%

$4,034-0.9%

$2,596+54.0%

Participant deferral / active EE

$9,400

$4,099+129.3%

$5,318+76.8%

$4,274+120.0%

Admin fee / account holder

$38,065

$8,039+373.5%

$10,693+256.0%

$7,775+389.6%

J. PETROCELLI CONTRACTING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J. PETROCELLI CONTRACTING, INC. 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