Retirement plan

CTE CAL INC. PREVAILING WAGE PLAN

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

CTE CAL INC.EIN 27-0893440Plan #002PY 2024

3628 MADISON AVE - STE 22 - NORTH HIGHLANDS, CA 956605071916-331-6030ctecal.netLinkedIn51-200 employeescivil engineering

Other plans on this EIN

1 filing

#001Retirement-$1.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+24.9% from 2023

Total participants

-1.4% from 2023

Average account balance

$30,368

+46.7% from 2023

Annual return

13.12%

+13.12 pp from 2023

Benchmarks

See 28,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,844 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2F2G2T3D

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.
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

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

$28K

$385 / participant

Other / not subdivided$28K100.0%

% of EOY assets

1.467%

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

$30,368

$102,422-70.4%

$147,117-79.4%

$80,959-62.5%

Participation rate

86.3%

75.9%+10.4pp

82.2%+4.1pp

67.7%+18.6pp

Annual return

13.12%

135.16%-122.0pp

420.54%-407.4pp

35.67%-22.5pp

Employer contribution / active EE

$2,782

$3,717-25.2%

$4,932-43.6%

$2,757+0.9%

Participant deferral / active EE

$6,652-100.0%

$8,065-100.0%

$4,300-100.0%

Admin fee / account holder

$446

$7,953-94.4%

$12,993-96.6%

$6,925-93.6%

CTE CAL INC. PREVAILING WAGE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CTE CAL 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