Retirement plan

POETTKER CONSTRUCTION COMPANY PROFIT SHARING PLAN

Name: POETTKER CONSTRUCTION COMPANY - POETTKER CONSTRUCTION COMPANY PROFIT SHARING PLAN (2025) Form 5500
Creator: POETTKER CONSTRUCTION COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POETTKER CONSTRUCTION COMPANY PROFIT SHARING PLAN, POETTKER CONSTRUCTION COMPANY

POETTKER CONSTRUCTION COMPANYEIN 37-1117203Plan #001PY 2025

4 SUNNEN DRIVE, SUITE 120 - ST. LOUIS, MO 63144618-526-7213poettkerconstruction.comLinkedIn51-200 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$22.8M

+29.5% from 2024

Total participants

179

+0.6% from 2024

Average account balance

$133,079

+23.4% from 2024

Annual return

14.75%

-11.88 pp from 2024

Benchmarks

See 444 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort444 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.76M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

171

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+14.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 1 by compensation

Provider	Service type	Compensation
BENEFIT PLANS ADMIN SERVICES, INC.3 years Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1859594 11701 BORMAN DR, SUITE 300 · SAINT LOUIS, MO 63146	Contract Administrator	$14,246

Plan features & details

Pension benefit codes2E2J3D2F2G

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.
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

Admin total

$2K

$13 / participant

Contract admin$2K100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SCHEFFEL BOYLE
Auditor EIN: 371206530
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$133,079

$83,843+58.7%

$123,973+7.3%

$65,306+103.8%

Participation rate

94.8%

56.0%+38.9pp

76.7%+18.2pp

57.7%+37.2pp

Annual return

14.75%

19.87%-5.1pp

388.13%-373.4pp

21.94%-7.2pp

Employer contribution / active EE

$11,688

$2,873+306.8%

$4,126+183.3%

$1,967+494.1%

Participant deferral / active EE

$8,152

$2,997+172.0%

$5,247+55.4%

$2,959+175.5%

Admin fee / account holder

$12

$4,735-99.8%

$11,799-99.9%

$3,480-99.7%

Provider

Service type

Compensation

BENEFIT PLANS ADMIN SERVICES, INC.3 years

Filed as: BENEFIT PLANS PLUS, LLC

Service code 13 · EIN 43-1859594

11701 BORMAN DR, SUITE 300 · SAINT LOUIS, MO 63146

Contract Administrator

$14,246

POETTKER CONSTRUCTION COMPANY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POETTKER CONSTRUCTION COMPANY PROFIT SHARING 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