Retirement plan

VINTON CONSTRUCTION COMPANY 401(K) PLAN FOR TEAMSTERS EMPLOYEES

Name: VINTON CONSTRUCTION COMPANY - VINTON CONSTRUCTION COMPANY 401(K) PLAN FOR TEAMSTERS EMPLOYEES (2019) Form 5500
Creator: VINTON CONSTRUCTION COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VINTON CONSTRUCTION COMPANY 401(K) PLAN FOR TEAMSTERS EMPLOYEES, VINTON CONSTRUCTION COMPANY

VINTON CONSTRUCTION COMPANYEIN 39-0940674Plan #003PY 2019

2705 NORTH RAPIDS ROAD PO BOX 1987 - MANITOWOC, WI 542211987920-682-0375vintonwis.comLinkedIn201-500 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement-$7.6M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$88K

+619.1% from 2018

Total participants

+18.2% from 2018

Average account balance

$2,264

+508.5% from 2018

Annual return

41.63%

+41.63 pp from 2018

Benchmarks

See 15,812 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,812 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$659K

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

105.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1398

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 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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$258

$7 / participant

Other / not subdivided$258100.0%

% of EOY assets

0.292%

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

$2,264

$65,367-96.5%

$92,915-97.6%

$72,976-96.9%

Participation rate

100.0%

68.3%+31.7pp

76.0%+24.0pp

69.5%+30.5pp

Annual return

41.63%

42.11%-0.5pp

109.45%-67.8pp

81.02%-39.4pp

Employer contribution / active EE

$713

$2,594-72.5%

$3,653-80.5%

$2,440-70.8%

Participant deferral / active EE

$1,316

$3,128-57.9%

$4,238-69.0%

$3,608-63.5%

Admin fee / account holder

$4,251-99.8%

$5,796-99.9%

$5,124-99.9%

VINTON CONSTRUCTION COMPANY 401(K) PLAN FOR TEAMSTERS EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VINTON CONSTRUCTION COMPANY 401(K) PLAN FOR TEAMSTERS EMPLOYEES

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