Retirement plan

CASTLEWOOD CONSULTING, LLC 401(K) PROFIT SHARING PLAN

Name: CASTLEWOOD CONSULTING, LLC - CASTLEWOOD CONSULTING, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: CASTLEWOOD CONSULTING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASTLEWOOD CONSULTING, LLC 401(K) PROFIT SHARING PLAN, CASTLEWOOD CONSULTING, LLC

CASTLEWOOD CONSULTING, LLCEIN 20-2851216Plan #001PY 2024

4963 ELM ST., STE. #102 - BETHESDA, MD 20814301-347-1627castlewoodcustombuilders.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+25.7% from 2023

Total participants

0.0% from 2023

Average account balance

$112,801

+25.7% from 2023

Annual return

11.97%

-5.80 pp from 2023

Benchmarks

See 54,761 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,761 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.80M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$197K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$507

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 codes2E2G2J3D

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.

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

$8K

$507 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.449%

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

$112,801

$110,410+2.2%

$102,437+10.1%

$145,897-22.7%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

11.97%

24.85%-12.9pp

24.95%-13.0pp

552.29%-540.3pp

Employer contribution / active EE

$3,300

$4,217-21.8%

$3,871-14.8%

$4,663-29.2%

Participant deferral / active EE

$8,984

$5,622+59.8%

$5,060+77.5%

$6,689+34.3%

Admin fee / account holder

$507

$9,745-94.8%

$8,388-94.0%

$13,390-96.2%

CASTLEWOOD CONSULTING, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASTLEWOOD CONSULTING, LLC 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