Retirement plan

CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN

Name: CALLAHAN & NANNINI QUARRY, INC. - CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: CALLAHAN & NANNINI QUARRY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN, CALLAHAN & NANNINI QUARRY, INC.

CALLAHAN & NANNINI QUARRY, INC.EIN 14-1652834Plan #001PY 2018

276 CLOVE ROAD - SALISBURY MILLS, NY 12577845-496-4323

Other plans on this EIN

1 filing

#002Retirement-$1.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.6M

-1.2% from 2017

Total participants

+4.9% from 2017

Average account balance

$107,322

-5.8% from 2017

Annual return

-5.36%

-18.05 pp from 2017

Benchmarks

See 828 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants25-99

Cohort828 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.21M

Not enough data

1 years with asset history on file

Average account balance

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

$401K

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.

109.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$363K

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

+13.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35580

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$162K

$6014 / participant

Other / not subdivided$162K100.0%

% of EOY assets

3.519%

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

$107,322

$72,388+48.3%

$111,392-3.7%

$64,181+67.2%

Participation rate

100.0%

70.5%+29.5pp

78.9%+21.1pp

69.6%+30.4pp

Annual return

-5.36%

-1.50%-3.9pp

-2.06%-3.3pp

7.63%-13.0pp

Employer contribution / active EE

$8,380

$3,000+179.4%

$4,328+93.6%

$2,381+252.0%

Participant deferral / active EE

$3,277

$4,241-22.7%

$5,567-41.1%

$3,470-5.6%

Admin fee / account holder

$3,776

$5,719-34.0%

$12,266-69.2%

$4,887-22.7%

CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALLAHAN & NANNINI QUARRY, INC. 401K 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