Retirement plan

BRANDENBURG INDUSTRIAL SERVICE CO. PROFIT SHARING AND 401(K) PLAN

Name: BRANDENBURG INDUSTRIAL SERVICE CO. - BRANDENBURG INDUSTRIAL SERVICE CO. PROFIT SHARING AND 401(K) PLAN (2015) Form 5500
Creator: BRANDENBURG INDUSTRIAL SERVICE CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRANDENBURG INDUSTRIAL SERVICE CO. PROFIT SHARING AND 401(K) PLAN, BRANDENBURG INDUSTRIAL SERVICE CO.

BRANDENBURG INDUSTRIAL SERVICE CO.EIN 36-3353196Plan #001PY 2015

501 WEST LAKE STREET, SUITE 104 - ELMHURST, IL 60126630-956-7211brandenburg.comLinkedIn501-1000 employeesconstruction

Other plans on this EIN

2 filings

#004Retirement-$1.8M assets #003Retirement-$737K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$35.2M

No prior year

Total participants

169

No prior year

Average account balance

$209,451

No prior year

Annual return

0.80%

No prior year

Benchmarks

See 1,997 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort1,997 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$100.13M

Not enough data

1 years with asset history on file

Average account balance

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

$472K

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.

212

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+14.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$140

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
FIRST CLEARING LLC1+ years Service code 55 · EIN 23-2384840	Other Commissions	$73,050
UBS FINANCIAL SERVICES INC1+ years Service code 55 · EIN 13-2638166	Other Commissions	$22,962
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$125

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MILLER COOPER AND CO. LTD.
Auditor EIN: 362897372
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$209,451

$50,464+315.1%

$75,784+176.4%

$52,331+300.2%

Participation rate

99.2%

66.8%+32.5pp

75.8%+23.4pp

68.1%+31.1pp

Annual return

0.80%

1.03%-0.2pp

9.68%-8.9pp

4.54%-3.7pp

Employer contribution / active EE

$5,270

$1,988+165.1%

$3,323+58.6%

$1,882+180.1%

Participant deferral / active EE

$9,931

$2,570+286.3%

$3,652+171.9%

$3,022+228.6%

Admin fee / account holder

$1,103-100.0%

$5,300-100.0%

$592-100.0%

Provider

Service type

Compensation

FIRST CLEARING LLC1+ years

Service code 55 · EIN 23-2384840

Other Commissions

$73,050

UBS FINANCIAL SERVICES INC1+ years

Service code 55 · EIN 13-2638166

Other Commissions

$22,962

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$125

BRANDENBURG INDUSTRIAL SERVICE CO. PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRANDENBURG INDUSTRIAL SERVICE CO. PROFIT SHARING AND 401(K) PLAN

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