Retirement plan

WATERFRONT CONSTRUCTION, LLC 401K

Name: WATERFRONT CONSTRUCTION OF LOUISIANA, LLC - WATERFRONT CONSTRUCTION, LLC 401K (2019) Form 5500
Creator: WATERFRONT CONSTRUCTION OF LOUISIANA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WATERFRONT CONSTRUCTION, LLC 401K, WATERFRONT CONSTRUCTION OF LOUISIANA, LLC

WATERFRONT CONSTRUCTION OF LOUISIANA, LLCEIN 27-2268547Plan #001PY 2019

P.O. BOX 1088 - FERRIDAY, LA 713341088318-719-8020

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$232K

+410.6% from 2018

Total participants

0.0% from 2018

Average account balance

$57,969

+410.6% from 2018

Annual return

301.66%

+301.66 pp from 2018

Benchmarks

See 40,731 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,731 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$656K

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J3B

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$50

$13 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.022%

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

$57,969

$107,363-46.0%

$92,909-37.6%

$152,897-62.1%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

301.66%

145.63%+156.0pp

109.44%+192.2pp

345.43%-43.8pp

Employer contribution / active EE

$1,979

$4,222-53.1%

$3,653-45.8%

$4,764-58.5%

Participant deferral / active EE

$10,394

$4,848+114.4%

$4,238+145.2%

$5,851+77.6%

Admin fee / account holder

$13

$7,082-99.8%

$5,795-99.8%

$11,599-99.9%

WATERFRONT CONSTRUCTION, LLC 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WATERFRONT CONSTRUCTION, LLC 401K

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