Retirement plan

CONTROLLED ENTRY SPECIALISTS INC 401(K) PROFIT SHARING PLAN & TRUST

Name: CONTROLLED ENTRY SPECIALISTS, INC - CONTROLLED ENTRY SPECIALISTS INC 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: CONTROLLED ENTRY SPECIALISTS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONTROLLED ENTRY SPECIALISTS INC 401(K) PROFIT SHARING PLAN & TRUST, CONTROLLED ENTRY SPECIALISTS, INC

CONTROLLED ENTRY SPECIALISTS, INCEIN 20-4719395Plan #001PY 2024

10463 AUSTIN DRIVE, SUITE C - SPRING VALLEY, CA 91978619-670-8100LinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$872K

+23.5% from 2023

Total participants

-20.0% from 2023

Average account balance

$124,562

+41.1% from 2023

Annual return

11.52%

-4.22 pp from 2023

Benchmarks

See 54,915 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,915 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$872K

Not enough data

1 years with asset history on file

Average account balance

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

$125K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

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

+11.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26

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 codes2G2J3D

Plan features

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$185

$37 / participant

Other / not subdivided$185100.0%

% of EOY assets

0.021%

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

$124,562

$111,814+11.4%

$103,378+20.5%

$145,978-14.7%

Participation rate

80.0%

77.9%+2.1pp

74.5%+5.5pp

80.3%-0.3pp

Annual return

11.52%

24.80%-13.3pp

24.91%-13.4pp

550.52%-539.0pp

Employer contribution / active EE

$3,815

$4,215-9.5%

$3,870-1.4%

$4,662-18.2%

Participant deferral / active EE

$13,076

$5,618+132.8%

$5,058+158.5%

$6,690+95.5%

Admin fee / account holder

$26

$9,764-99.7%

$8,401-99.7%

$13,400-99.8%

CONTROLLED ENTRY SPECIALISTS INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONTROLLED ENTRY SPECIALISTS INC 401(K) PROFIT SHARING PLAN & TRUST

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