Retirement plan

COLAS INC. AND SUBSIDIARIES 401(K) SAVINGS PLAN

Name: COLAS INC. - COLAS INC. AND SUBSIDIARIES 401(K) SAVINGS PLAN (2021) Form 5500
Creator: COLAS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLAS INC. AND SUBSIDIARIES 401(K) SAVINGS PLAN, COLAS INC.

COLAS INC.EIN 22-2979907Plan #002PY 2021

73 HEADQUARTERS PLAZA - MORRISTOWN, NJ 07960973-290-9082

Prospect flagsLow returnsFailed to transmit contributions

Top hat statement on fileNQDC

Filed June 1, 2006 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$576.1M

+8.3% from 2020

Total participants

5,134

-11.2% from 2020

Average account balance

$112,221

+7.6% from 2020

Annual return

9.82%

-5.96 pp from 2020

Benchmarks

See 145 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants1,000-4,999

Cohort145 peers

Snapshot2021

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Analytics

Total assets (EOY)

Plan-year ending balance

$555.23M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

4,525

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.

84.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$172

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND7+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670	Contract Administrator	$433,637
PRUDENTIAL RETIREMENT INSURANCE AND3 years Filed as: PRUDENTIAL TRUST CO. Service code 52 · EIN 23-6994310	Indirect Investment Fees	$222,262
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143	Advisory (Plan)	$80,000
BIRLASOFT SOLUTIONS, INC.1 year Service code 49 · EIN 22-3604017	Other Services	$70,000
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910	Accounting	$37,600
PRUDENTIAL RETIREMENT INSURANCE AND1 year Filed as: PRUDENTIAL INSURANCE CO Service code 99 · EIN 22-1211670	Other Fees	$22,262

Plan features & details

Pension benefit codes2E2J2F2G2K3D3H2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$629K

$185 / participant

Other / not subdivided$629K100.0%

% of EOY assets

0.109%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,221

$164,864-31.9%

$453,369-75.2%

$93,030+20.6%

Participation rate

100.0%

84.2%+15.8pp

78.0%+22.0pp

73.9%+26.1pp

Annual return

9.82%

17.89%-8.1pp

64.40%-54.6pp

158.70%-148.9pp

Employer contribution / active EE

$5,164

$3,519+46.8%

$4,070+26.9%

$2,706+90.9%

Participant deferral / active EE

$5,816

$5,690+2.2%

$6,209-6.3%

$4,562+27.5%

Admin fee / account holder

$122

$104+17.6%

$11,209-98.9%

$152-19.2%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND7+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 13 · EIN 22-1211670

Contract Administrator

$433,637

PRUDENTIAL RETIREMENT INSURANCE AND3 years

Filed as: PRUDENTIAL TRUST CO.

Service code 52 · EIN 23-6994310

Indirect Investment Fees

$222,262

CAPFINANCIAL PARTNERS LLC2 years

Service code 27 · EIN 26-0058143

Advisory (Plan)

$80,000

BIRLASOFT SOLUTIONS, INC.1 year

Service code 49 · EIN 22-3604017

Other Services

$70,000

BAKER TILLY US, LLP1 year

Filed as: BAKER TILLY VIRCHOW KRAUSE

Service code 10 · EIN 39-0859910

Accounting

$37,600

PRUDENTIAL RETIREMENT INSURANCE AND1 year

Filed as: PRUDENTIAL INSURANCE CO

Service code 99 · EIN 22-1211670

Other Fees

$22,262

COLAS INC. AND SUBSIDIARIES 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLAS INC. AND SUBSIDIARIES 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

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