Retirement plan

ANTIGO CONSTRUCTION, INC. PROFIT SHARING PLAN

Name: ANTIGO CONSTRUCTION, INC. - ANTIGO CONSTRUCTION, INC. PROFIT SHARING PLAN (2022) Form 5500
Creator: ANTIGO CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANTIGO CONSTRUCTION, INC. PROFIT SHARING PLAN, ANTIGO CONSTRUCTION, INC.

ANTIGO CONSTRUCTION, INC.EIN 39-1283086Plan #002PY 2022

2520 CLERMONT ST - ANTIGO, WI 54409715-627-2222

Other plans on this EIN

1 filing

#005Retirement-$4.8M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.6M

-13.0% from 2021

Total participants

-4.0% from 2021

Average account balance

$442,894

-13.0% from 2021

Annual return

-14.89%

-27.80 pp from 2021

Benchmarks

See 48,297 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,297 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.92M

Not enough data

1 years with asset history on file

Average account balance

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

$896K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84241

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$245K

$12253 / participant

Other / not subdivided$245K100.0%

% of EOY assets

2.306%

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

$442,894

$133,983+230.6%

$112,244+294.6%

$134,493+229.3%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

81.2%+18.8pp

Annual return

-14.89%

47.13%-62.0pp

27.46%-42.4pp

418.01%-432.9pp

Employer contribution / active EE

$20,631

$4,039+410.8%

$3,635+467.5%

$4,740+335.2%

Participant deferral / active EE

$3,039

$5,291-42.6%

$4,728-35.7%

$6,400-52.5%

Admin fee / account holder

$10,211

$7,490+36.3%

$6,411+59.3%

$11,425-10.6%

ANTIGO CONSTRUCTION, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANTIGO CONSTRUCTION, INC. PROFIT SHARING 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