Retirement plan

ALLCON LLC DAVIS-BACON PENSION PLAN AND TRUST

Name: ALLCON, LLC - ALLCON LLC DAVIS-BACON PENSION PLAN AND TRUST (2015) Form 5500
Creator: ALLCON, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLCON LLC DAVIS-BACON PENSION PLAN AND TRUST, ALLCON, LLC

ALLCON, LLCEIN 27-1881418Plan #002PY 2015

12704 W ARDEN PL - BUTLER, WI 53007414-389-9000allcon-inc.comLinkedIn51-200 employeesinformation technology and services

Other plans on this EIN

1 filing

#001Retirement-$230K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$737K

No prior year

Total participants

No prior year

Average account balance

$28,328

No prior year

Annual return

-3.69%

No prior year

Benchmarks

See 30,162 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,162 peers

Snapshot2015

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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

$62K

$2953 / participant

Other / not subdivided$62K100.0%

% of EOY assets

8.420%

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

$28,328

$87,546-67.6%

$75,784-62.6%

$125,389-77.4%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

-3.69%

13.49%-17.2pp

9.68%-13.4pp

282.24%-285.9pp

Employer contribution / active EE

$12,626

$3,930+221.3%

$3,323+279.9%

$4,866+159.5%

Participant deferral / active EE

$4,230-100.0%

$3,652-100.0%

$5,352-100.0%

Admin fee / account holder

$2,385

$6,503-63.3%

$5,300-55.0%

$9,541-75.0%

ALLCON LLC DAVIS-BACON PENSION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLCON LLC DAVIS-BACON PENSION PLAN AND TRUST

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