Retirement plan

VINTON CONSTRUCTION COMPANY 401(K) PLAN FOR TEAMSTERS EMPLOYEES

Name: VINTON CONSTRUCTION COMPANY - VINTON CONSTRUCTION COMPANY 401(K) PLAN FOR TEAMSTERS EMPLOYEES (2020) 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 2020

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

Other plans on this EIN

1 filing

#002Retirement-$8.7M assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$189K

+113.9% from 2019

Total participants

+7.7% from 2019

Average account balance

$4,607

+103.5% from 2019

Annual return

28.15%

-13.47 pp from 2019

Benchmarks

See 16,252 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort16,252 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$929K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

110.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$162K

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

+18.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$501

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$3K

$74 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.416%

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

$4,607

$72,272-93.6%

$101,255-95.5%

$79,860-94.2%

Participation rate

97.2%

68.5%+28.8pp

75.8%+21.4pp

69.6%+27.6pp

Annual return

28.15%

22.30%+5.9pp

46.48%-18.3pp

31.72%-3.6pp

Employer contribution / active EE

$948

$2,692-64.8%

$3,660-74.1%

$2,471-61.6%

Participant deferral / active EE

$1,207

$3,282-63.2%

$4,370-72.4%

$3,740-67.7%

Admin fee / account holder

$65

$4,401-98.5%

$5,946-98.9%

$5,306-98.8%

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