Retirement plan

CLARK DIETZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: CLARK DIETZ, INC. - CLARK DIETZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: CLARK DIETZ, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLARK DIETZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN, CLARK DIETZ, INC.

CLARK DIETZ, INC.EIN 37-1212051Plan #002PY 2024

125 W CHURCH ST. - CHAMPAIGN, IL 61822312-648-9900clarkdietz.comLinkedIn51-200 employeescivil engineering

Other plans on this EIN

1 filing

#001Retirement-$36.0M assets

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$11.5M

+28.8% from 2023

Total participants

222

+32.1% from 2023

Average account balance

$65,600

+12.6% from 2023

Annual return

37.27%

-15.18 pp from 2023

Benchmarks

See 6,285 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,285 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.48M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

175

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.

75.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$199K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+37.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes2I2K2O2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$90

$0 / participant

Other / not subdivided$90100.0%

% of EOY assets

0.001%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,600

$101,591-35.4%

$147,096-55.4%

$74,429-11.9%

Participation rate

75.6%

75.5%+0.1pp

82.2%-6.5pp

67.2%+8.4pp

Annual return

37.27%

8746.45%-8709.2pp

419.75%-382.5pp

1368.38%-1331.1pp

Employer contribution / active EE

$1,031

$3,813-73.0%

$4,936-79.1%

$2,625-60.7%

Participant deferral / active EE

$7,302-100.0%

$8,071-100.0%

$4,348-100.0%

Admin fee / account holder

$1,750-100.0%

$13,005-100.0%

$1,944-100.0%

CLARK DIETZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLARK DIETZ, INC. EMPLOYEE STOCK OWNERSHIP 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