Retirement plan

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

Name: CALLAHAN & NANNINI QUARRY, INC. - CALLAHAN & NANNINI QUARRY, INC. 401K PROFIT SHARING PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#002Retirement-$3.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.9M

+20.3% from 2019

Total participants

+12.2% from 2019

Average account balance

$124,807

+7.2% from 2019

Annual return

13.96%

-3.41 pp from 2019

Benchmarks

See 817 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants25-99

Cohort817 peers

Snapshot2020

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

$108K

$2709 / participant

Other / not subdivided$108K100.0%

% of EOY assets

1.579%

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

$124,807

$88,042+41.8%

$138,135-9.6%

$79,858+56.3%

Participation rate

100.0%

71.4%+28.6pp

78.7%+21.3pp

69.6%+30.4pp

Annual return

13.96%

20.58%-6.6pp

20.51%-6.6pp

31.72%-17.8pp

Employer contribution / active EE

$7,298

$3,103+135.2%

$5,587+30.6%

$2,471+195.4%

Participant deferral / active EE

$3,277

$4,704-30.3%

$6,431-49.0%

$3,740-12.4%

Admin fee / account holder

$1,971

$7,791-74.7%

$11,856-83.4%

$5,306-62.9%

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