Retirement plan

STONE HILL CONTRACTING CO., INC. RETIREMENT PLAN

Name: STONE HILL CONTRACTING CO., INC. - STONE HILL CONTRACTING CO., INC. RETIREMENT PLAN (2024) Form 5500
Creator: STONE HILL CONTRACTING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STONE HILL CONTRACTING CO., INC. RETIREMENT PLAN, STONE HILL CONTRACTING CO., INC.

STONE HILL CONTRACTING CO., INC.EIN 22-2141232Plan #001PY 2024

P.O. BOX 1370, 252 WEST SWAMP RD., STE. 19 - DOYLESTOWN, PA 18901215-340-1840stonehillcatering.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$7.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

-2.2% from 2023

Total participants

-10.8% from 2023

Average account balance

$90,326

+9.6% from 2023

Annual return

11.41%

-4.77 pp from 2023

Benchmarks

See 54,805 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,805 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.98M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

330.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$166K

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

+11.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17636

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.

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

$582K

$58199 / participant

Other / not subdivided$582K100.0%

% of EOY assets

19.525%

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

$90,326

$110,379-18.2%

$102,412-11.8%

$145,884-38.1%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

11.41%

24.84%-13.4pp

24.94%-13.5pp

551.85%-540.4pp

Employer contribution / active EE

$16,589

$4,216+293.5%

$3,870+328.7%

$4,662+255.8%

Participant deferral / active EE

$5,622-100.0%

$5,060-100.0%

$6,690-100.0%

Admin fee / account holder

$17,636

$9,745+81.0%

$8,388+110.3%

$13,392+31.7%

STONE HILL CONTRACTING CO., INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STONE HILL CONTRACTING CO., INC. RETIREMENT 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