Retirement plan

KUKURIN CONTRACTING, INC. PREVAILING WAGE PLAN

Name: KUKURIN CONTRACTING, INC. - KUKURIN CONTRACTING, INC. PREVAILING WAGE PLAN (2024) Form 5500
Creator: KUKURIN CONTRACTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KUKURIN CONTRACTING, INC. PREVAILING WAGE PLAN, KUKURIN CONTRACTING, INC.

KUKURIN CONTRACTING, INC.EIN 25-1396122Plan #001PY 2024

1169 ROUTE 286 - EXPORT, PA 15632724-325-2136kukurin.comLinkedIn1-10 employeesconstruction

Other plans on this EIN

1 filing

#005Retirement-$7.4M assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$14M

+1.5% from 2023

Total participants

101

-14.4% from 2023

Average account balance

$141,184

+15.8% from 2023

Annual return

11.69%

-5.00 pp from 2023

Benchmarks

See 18,574 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort18,574 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$13.98M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

97.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$722K

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

+11.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$616

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
EDWARD JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131	Advisory (Plan)	$28,357
HERBEIN & COMPANY, INC.2 years Filed as: HERBEIN & CO INC Service code 10 GULF TWR 707 GRANT ST STE 2900 · PITTSBURGH, PA 15219	Accounting	$15,656
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$6,626
DUNBAR, BENDER & ZAPF, INC.1 year Filed as: DUNBAR BENDER & ZAPF INC Service code 13 400 HOLIDAY DR STE 102 · PITTSBURGH, PA 15220	Contract Administrator	$5,353
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$4,115
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$856

Plan features & details

Pension benefit codes2A2E2F2G2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

2 tripped

OpportunityLow participant contribution
Participant 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.)

Expense breakdown

Schedule H Part II

Admin total

$61K

$924 / participant

Recordkeeping$11K17.6%
Investment mgmt$29K47.9%
Contract admin$5K8.8%
Other / not subdivided$16K25.7%

% of EOY assets

0.436%

all-in expense ratio

Categories reported

3 / 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: HERBEIN AND COMPANY, INC.
Auditor EIN: 232415973
Audit fees: $15,656
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$141,184

$81,446+73.3%

$103,374+36.6%

$80,874+74.6%

Participation rate

97.0%

66.9%+30.1pp

74.5%+22.5pp

67.6%+29.3pp

Annual return

11.69%

25.57%-13.9pp

24.89%-13.2pp

35.62%-23.9pp

Employer contribution / active EE

$10,937

$3,107+252.0%

$3,869+182.7%

$2,756+296.9%

Participant deferral / active EE

$3,870-100.0%

$5,058-100.0%

$4,297-100.0%

Admin fee / account holder

$616

$6,715-90.8%

$8,394-92.7%

$6,935-91.1%

Provider

Service type

Compensation

EDWARD JONES8 years

Service code 27

12555 MANCHESTER RD · ST LOUIS, MO 63131

Advisory (Plan)

$28,357

HERBEIN & COMPANY, INC.2 years

Filed as: HERBEIN & CO INC

Service code 10

GULF TWR 707 GRANT ST STE 2900 · PITTSBURGH, PA 15219

Accounting

$15,656

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$6,626

DUNBAR, BENDER & ZAPF, INC.1 year

Filed as: DUNBAR BENDER & ZAPF INC

Service code 13

400 HOLIDAY DR STE 102 · PITTSBURGH, PA 15220

Contract Administrator

$5,353

AMERICAN FUNDS1 year

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 64

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$4,115

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$856

KUKURIN CONTRACTING, INC. PREVAILING WAGE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KUKURIN CONTRACTING, INC. PREVAILING WAGE 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