Retirement plan

HENRY F. TEICHMANN, INC. 401(K) RETIREMENT PLAN

Name: HENRY F. TEICHMANN, INC. - HENRY F. TEICHMANN, INC. 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: HENRY F. TEICHMANN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENRY F. TEICHMANN, INC. 401(K) RETIREMENT PLAN, HENRY F. TEICHMANN, INC.

HENRY F. TEICHMANN, INC.EIN 25-0933019Plan #001PY 2025

3009 WASHINGTON ROAD - MCMURRAY, PA 15317724-941-9550LinkedIn1-10 employeesconstruction

Prospect flagsLow returnsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$7.5M

-11.3% from 2024

Total participants

+13.5% from 2024

Average account balance

$153,268

-22.2% from 2024

Annual return

3.60%

-10.53 pp from 2024

Benchmarks

See 4,881 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort4,881 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.51M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

80.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$489K

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

+3.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35827

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 codes2T3H3D2E2F2G2J

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

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.8M

$33760 / participant

Other / not subdivided$2M100.0%

% of EOY assets

23.375%

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

$153,268

$96,731+58.4%

$123,973+23.6%

$86,983+76.2%

Participation rate

80.8%

70.0%+10.8pp

76.7%+4.1pp

69.5%+11.2pp

Annual return

3.60%

17.33%-13.7pp

388.13%-384.5pp

25.83%-22.2pp

Employer contribution / active EE

$611

$3,297-81.5%

$4,126-85.2%

$2,584-76.4%

Participant deferral / active EE

$8,788

$4,152+111.7%

$5,247+67.5%

$4,194+109.6%

Admin fee / account holder

$35,827

$8,722+310.8%

$11,799+203.6%

$7,856+356.1%

HENRY F. TEICHMANN, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENRY F. TEICHMANN, INC. 401(K) 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