Retirement plan

A.R. BROUWER COMPANY SAFE HARBOR 401(K) PLAN

Name: A.R. BROUWER CO., L.L.C. - A.R. BROUWER COMPANY SAFE HARBOR 401(K) PLAN (2023) Form 5500
Creator: A.R. BROUWER CO., L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A.R. BROUWER COMPANY SAFE HARBOR 401(K) PLAN, A.R. BROUWER CO., L.L.C.

A.R. BROUWER CO., L.L.C.EIN 38-3393516Plan #003PY 2023

2830 BAKER ROAD SUITE 100 - DEXTER, MI 48130734-426-9980arbrouwer.comLinkedIn11-50 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2M

+23.7% from 2022

Total participants

+57.1% from 2022

Average account balance

-100.0% from 2022

Annual return

16.31%

+33.23 pp from 2022

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.64M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$258K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$864

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$137K

$6842 / participant

Other / not subdivided$137K100.0%

% of EOY assets

6.759%

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

$148,629-100.0%

$135,982-100.0%

$139,487-100.0%

Participation rate

0.0%

83.9%-83.9pp

81.9%-81.9pp

80.3%-80.3pp

Annual return

16.31%

79.33%-63.0pp

68.32%-52.0pp

373.84%-357.5pp

Employer contribution / active EE

$3,912

$5,247-25.4%

$4,859-19.5%

$4,755-17.7%

Participant deferral / active EE

$8,963

$8,102+10.6%

$7,760+15.5%

$6,713+33.5%

Admin fee / account holder

$12,406-100.0%

$10,767-100.0%

$11,407-100.0%

A.R. BROUWER COMPANY SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A.R. BROUWER COMPANY SAFE HARBOR 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