Retirement plan

THE OSCAR W LARSON CO. PACE UNION 401(K) PLAN

Name: OSCAR W LARSON COMPANY - THE OSCAR W LARSON CO. PACE UNION 401(K) PLAN (2018) Form 5500
Creator: OSCAR W LARSON COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE OSCAR W LARSON CO. PACE UNION 401(K) PLAN, OSCAR W LARSON COMPANY

OSCAR W LARSON COMPANYEIN 38-1607330Plan #004PY 2018

10100 DIXIE HIGHWAY - CLARKSTON, MI 48348248-620-0070larsonco.comLinkedIn1001-5000 employeesconstruction

Other plans on this EIN

3 filings

#002Retirement-$14.9M assets #003Retirement-$7.1M assets #001Retirement-$1.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.5M

+18.6% from 2017

Total participants

-3.6% from 2017

Average account balance

$43,495

+23.0% from 2017

Annual return

11.65%

+0.91 pp from 2017

Benchmarks

See 15,018 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,018 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$260K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-98.20%

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

0 years with F_SCH_H allocation on file

See the 7-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2T3D

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.
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

Admin total

$8K

$126 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.228%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,495

$57,354-24.2%

$83,848-48.1%

$64,186-32.2%

Participation rate

100.0%

68.6%+31.4pp

76.1%+23.9pp

69.6%+30.4pp

Annual return

11.65%

11.38%+0.3pp

850.88%-839.2pp

7.63%+4.0pp

Employer contribution / active EE

$1,037

$2,545-59.2%

$3,631-71.4%

$2,381-56.4%

Participant deferral / active EE

$2,309

$2,993-22.9%

$4,082-43.4%

$3,470-33.4%

Admin fee / account holder

$99

$4,046-97.5%

$5,478-98.2%

$4,888-98.0%

THE OSCAR W LARSON CO. PACE UNION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE OSCAR W LARSON CO. PACE UNION 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