Retirement plan

AAROW BUILDING 401(K) PLAN

Name: AAROW BUILDING, LLC - AAROW BUILDING 401(K) PLAN (2022) Form 5500
Creator: AAROW BUILDING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AAROW BUILDING 401(K) PLAN, AAROW BUILDING, LLC

AAROW BUILDING, LLCEIN 20-8484559Plan #001PY 2022

111 SPRING VALLEY ROAD - COLUMBIA, MO 65203573-474-4496aarowbuilding.comLinkedIn1-10 employeesconstruction

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$24K

+569.5% from 2021

Total participants

+100.0% from 2021

Average account balance

$4,077

+234.8% from 2021

Annual return

-81.77%

-81.77 pp from 2021

Benchmarks

See 1,621 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,621 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$155K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+20.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$571

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 codes2E2J2F2G3D3H

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$233 / participant

Other / not subdivided$1K100.0%

% of EOY assets

5.715%

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

$4,077

$90,448-95.5%

$93,786-95.7%

$134,545-97.0%

Participation rate

100.0%

82.0%+18.0pp

81.0%+19.0pp

81.2%+18.8pp

Annual return

-81.77%

-15.71%-66.1pp

-11.32%-70.4pp

418.37%-500.1pp

Employer contribution / active EE

$1,501

$4,349-65.5%

$4,328-65.3%

$4,742-68.4%

Participant deferral / active EE

$2,466

$5,983-58.8%

$6,100-59.6%

$6,401-61.5%

Admin fee / account holder

$233

$9,232-97.5%

$7,184-96.8%

$11,431-98.0%

AAROW BUILDING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AAROW BUILDING 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