Retirement plan

MCCARTER-MOORHOUSE, LLC 401(K) PLAN

Name: MCCARTER-MOORHOUSE, LLC - MCCARTER-MOORHOUSE, LLC 401(K) PLAN (2023) Form 5500
Creator: MCCARTER-MOORHOUSE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCCARTER-MOORHOUSE, LLC 401(K) PLAN, MCCARTER-MOORHOUSE, LLC

MCCARTER-MOORHOUSE, LLCEIN 27-2650682Plan #001PY 2023

3536 W RYDER CUP DR - MERIDIAN, ID 83646208-908-1332mccarter-moorhouse.comLinkedIn11-50 employeesconstruction

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$349K

+94.4% from 2022

Total participants

+200.0% from 2022

Average account balance

$38,833

-13.6% from 2022

Annual return

6.01%

-17.94 pp from 2022

Benchmarks

See 19,279 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,279 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$480K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

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

+6.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$498

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$38,833

$202,440-80.8%

$169,390-77.1%

$139,466-72.2%

Participation rate

75.0%

81.1%-6.1pp

77.2%-2.2pp

80.3%-5.3pp

Annual return

6.01%

532.36%-526.4pp

406.07%-400.1pp

373.66%-367.7pp

Employer contribution / active EE

$3,248

$4,693-30.8%

$4,013-19.1%

$4,754-31.7%

Participant deferral / active EE

$9,996

$6,940+44.0%

$6,222+60.6%

$6,712+48.9%

Admin fee / account holder

$10,722-100.0%

$9,015-100.0%

$11,409-100.0%

MCCARTER-MOORHOUSE, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MCCARTER-MOORHOUSE, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion