Retirement plan

BOULDER HEAVY INDUSTRIES, LLC 401(K) PLAN

Name: BOULDER HEAVY INDUSTRIES, LLC - BOULDER HEAVY INDUSTRIES, LLC 401(K) PLAN (2024) Form 5500
Creator: BOULDER HEAVY INDUSTRIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOULDER HEAVY INDUSTRIES, LLC 401(K) PLAN, BOULDER HEAVY INDUSTRIES, LLC

BOULDER HEAVY INDUSTRIES, LLCEIN 20-8317308Plan #001PY 2024

2000 CENTRAL AVE, SUITE 100 - BOULDER, CO 80301303-867-8800boulderheavyindustries.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$7.3M

+6.6% from 2023

Total participants

184

+4.0% from 2023

Average account balance

$53,665

+8.9% from 2023

Annual return

16.40%

+7.09 pp from 2023

Benchmarks

See 28,910 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,910 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.30M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

136

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.

46.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$370K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+16.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$6,622
FIDELITY INVESTMENTS INSTITUTIONAL9 years Service code 37 · EIN 04-2647786	Loan Processing	$6,365

Plan features & details

Pension benefit codes2E2F2G2J3H3D2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$13K

$146 / participant

Recordkeeping$6K49.0%
Investment mgmt$7K51.0%

% of EOY assets

0.178%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RICHEY MAY & CO., LLP
Auditor EIN: 710911208
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,665

$102,382-47.6%

$147,005-63.5%

$80,874-33.6%

Participation rate

46.1%

75.8%-29.8pp

82.2%-36.1pp

67.6%-21.6pp

Annual return

16.40%

134.89%-118.5pp

418.76%-402.4pp

35.62%-19.2pp

Employer contribution / active EE

$1,342

$3,715-63.9%

$4,934-72.8%

$2,756-51.3%

Participant deferral / active EE

$2,815

$6,646-57.6%

$8,070-65.1%

$4,297-34.5%

Admin fee / account holder

$95

$7,942-98.8%

$13,006-99.3%

$6,935-98.6%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.4 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$6,622

FIDELITY INVESTMENTS INSTITUTIONAL9 years

Service code 37 · EIN 04-2647786

Loan Processing

$6,365

BOULDER HEAVY INDUSTRIES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOULDER HEAVY INDUSTRIES, LLC 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