Retirement plan

LENNARD WARREN CONTRACTING INC 401K PSP

Name: LENNARD WARREN CONTRACTING INC - LENNARD WARREN CONTRACTING INC 401K PSP (2024) Form 5500
Creator: LENNARD WARREN CONTRACTING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LENNARD WARREN CONTRACTING INC 401K PSP, LENNARD WARREN CONTRACTING INC

LENNARD WARREN CONTRACTING INCEIN 30-0156013Plan #001PY 2024

168 ALPINE DRIVE - ROSEBURG, OR 97471541-673-2284

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+41.5% from 2023

Total participants

0.0% from 2023

Average account balance

$105,578

+41.5% from 2023

Annual return

13.60%

-3.99 pp from 2023

Benchmarks

See 6,259 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,259 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$229K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+13.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$923

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$10K

$1015 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.874%

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

$105,578

$150,346-29.8%

$120,524-12.4%

$145,877-27.6%

Participation rate

100.0%

78.8%+21.2pp

71.9%+28.1pp

80.3%+19.7pp

Annual return

13.60%

154.40%-140.8pp

107.36%-93.8pp

551.28%-537.7pp

Employer contribution / active EE

$15,119

$4,353+247.3%

$3,469+335.8%

$4,663+224.2%

Participant deferral / active EE

$7,788

$6,172+26.2%

$4,994+56.0%

$6,691+16.4%

Admin fee / account holder

$923

$12,215-92.4%

$9,440-90.2%

$13,402-93.1%

LENNARD WARREN CONTRACTING INC 401K PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LENNARD WARREN CONTRACTING INC 401K PSP

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