Retirement plan

SCHELFHOUT & DECLEENE MASONRY, INC. 401K PLAN

Name: SCHELFHOUT & DECLEENE MASONRY, INC. - SCHELFHOUT & DECLEENE MASONRY, INC. 401K PLAN (2018) Form 5500
Creator: SCHELFHOUT & DECLEENE MASONRY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHELFHOUT & DECLEENE MASONRY, INC. 401K PLAN, SCHELFHOUT & DECLEENE MASONRY, INC.

SCHELFHOUT & DECLEENE MASONRY, INC.EIN 26-2887102Plan #001PY 2018

W3170 SUNSHINE ROAD - KAUKAUNA, WI 54130920-450-3104

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$692K

+5.9% from 2017

Total participants

0.0% from 2017

Average account balance

No prior year

Annual return

-6.73%

-18.40 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.51M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

147.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$201K

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

-5.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10250

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 codes2E2L2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$36K

$1697 / participant

Other / not subdivided$36K100.0%

% of EOY assets

5.148%

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

$97,729-100.0%

$83,830-100.0%

$135,379-100.0%

Participation rate

0.0%

80.0%-80.0pp

76.1%-76.1pp

82.6%-82.6pp

Annual return

-6.73%

1287.52%-1294.3pp

850.97%-857.7pp

519.79%-526.5pp

Employer contribution / active EE

$1,970

$4,222-53.3%

$3,631-45.7%

$4,779-58.8%

Participant deferral / active EE

$3,427

$4,683-26.8%

$4,082-16.1%

$5,609-38.9%

Admin fee / account holder

$6,674-100.0%

$5,479-100.0%

$10,828-100.0%

SCHELFHOUT & DECLEENE MASONRY, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHELFHOUT & DECLEENE MASONRY, INC. 401K 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