Retirement plan

OSTMO CONSTRUCTION 401(K) PLAN

Name: OSTMO CONSTRUCTION - OSTMO CONSTRUCTION 401(K) PLAN (2017) Form 5500
Creator: OSTMO CONSTRUCTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OSTMO CONSTRUCTION 401(K) PLAN, OSTMO CONSTRUCTION

OSTMO CONSTRUCTIONEIN 20-5719764Plan #001PY 2017

1750 SW SKYLINE BLVD STE 100 - PORTLAND, OR 972212536503-793-3868LinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$237K

+56.2% from 2016

Total participants

+60.0% from 2016

Average account balance

$33,861

+11.6% from 2016

Annual return

19.31%

+8.74 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.07M

Not enough data

1 years with asset history on file

Average account balance

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

$230K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$133K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$185 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.469%

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

$33,861

$106,008-68.1%

$92,240-63.3%

$147,586-77.1%

Participation rate

83.3%

80.4%+2.9pp

76.5%+6.9pp

82.8%+0.5pp

Annual return

19.31%

50.05%-30.7pp

176.29%-157.0pp

578.59%-559.3pp

Employer contribution / active EE

$1,819

$4,333-58.0%

$3,680-50.6%

$4,876-62.7%

Participant deferral / active EE

$7,517

$4,478+67.8%

$3,897+92.9%

$5,439+38.2%

Admin fee / account holder

$159

$6,333-97.5%

$5,194-96.9%

$10,886-98.5%

OSTMO CONSTRUCTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OSTMO CONSTRUCTION 401(K) 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