Retirement plan

PLUMBLINE CONSTRUCTION, INC. 401(K) PLAN

Name: PLUMBLINE CONSTRUCTION, INC. - PLUMBLINE CONSTRUCTION, INC. 401(K) PLAN (2024) Form 5500
Creator: PLUMBLINE CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLUMBLINE CONSTRUCTION, INC. 401(K) PLAN, PLUMBLINE CONSTRUCTION, INC.

PLUMBLINE CONSTRUCTION, INC.EIN 26-1626503Plan #001PY 2024

1102 BALTIMORE PIKE, SUITE 205 - GLEN MILLS, PA 19342610-361-8940plumblineconstructioninc.comLinkedIn1-10 employeesconstruction

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$382K

+46.5% from 2023

Total participants

0.0% from 2023

Average account balance

$95,594

+46.5% from 2023

Annual return

17.19%

+2.20 pp from 2023

Benchmarks

See 54,852 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,852 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$382K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+17.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$306

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 codes2E2F2G2J3D3F

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 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.)

Expense breakdown

Schedule H Part II

Admin total

$1K

$245 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.320%

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

$95,594

$110,337-13.4%

$102,383-6.6%

$145,877-34.5%

Participation rate

80.0%

77.9%+2.1pp

74.5%+5.5pp

80.3%-0.3pp

Annual return

17.19%

24.83%-7.6pp

24.94%-7.8pp

551.28%-534.1pp

Employer contribution / active EE

$98

$4,216-97.7%

$3,870-97.5%

$4,663-97.9%

Participant deferral / active EE

$15,187

$5,621+170.2%

$5,060+200.2%

$6,691+127.0%

Admin fee / account holder

$306

$9,750-96.9%

$8,391-96.4%

$13,402-97.7%

PLUMBLINE CONSTRUCTION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLUMBLINE CONSTRUCTION, INC. 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