Retirement plan

JOHASEE REBAR LP DAVIS-BACON PENSION PLAN AND TRUST

Name: JOHASEE REBAR LP - JOHASEE REBAR LP DAVIS-BACON PENSION PLAN AND TRUST (2016) Form 5500
Creator: JOHASEE REBAR LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHASEE REBAR LP DAVIS-BACON PENSION PLAN AND TRUST, JOHASEE REBAR LP

JOHASEE REBAR LPEIN 30-0895408Plan #003PY 2016

18059 ROSEDALE HWY - BAKERSFIELD, CA 93314661-589-0972

Other plans on this EIN

1 filing

#001Retirement-$6.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$676K

No prior year

Total participants

No prior year

Average account balance

$18,783

No prior year

Annual return

7.85%

No prior year

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

$28K

$477 / participant

Other / not subdivided$28K100.0%

% of EOY assets

4.158%

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

$18,783

$56,894-67.0%

$84,753-77.8%

$62,881-70.1%

Participation rate

100.0%

68.5%+31.5pp

76.6%+23.4pp

69.3%+30.7pp

Annual return

7.85%

6.30%+1.5pp

22.78%-14.9pp

20.14%-12.3pp

Employer contribution / active EE

$3,407

$2,400+42.0%

$3,574-4.7%

$2,281+49.4%

Participant deferral / active EE

$2,709-100.0%

$3,712-100.0%

$3,203-100.0%

Admin fee / account holder

$781

$3,581-78.2%

$5,333-85.4%

$4,296-81.8%

JOHASEE REBAR LP DAVIS-BACON PENSION PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHASEE REBAR LP 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