Retirement plan

JIM REIF BUILDERS 401(K) PLAN

Name: JIM REIF BUILDERS, INC. - JIM REIF BUILDERS 401(K) PLAN (2025) Form 5500
Creator: JIM REIF BUILDERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JIM REIF BUILDERS 401(K) PLAN, JIM REIF BUILDERS, INC.

JIM REIF BUILDERS, INC.EIN 39-1825820Plan #001PY 2025

107 W MAIN ST - LITTLE CHUTE, WI 54140920-684-6899jimreifbuilders.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed July 31, 2025

Plan administrator

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150 Semi Dr

Manitowoc, WI 54220

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Plans declared (1)

Jim Reif Builders Inc Nonqualified Deferred Compensation Plan1 emp

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Total assets (EOY)

$389K

+61.6% from 2024

Total participants

0.0% from 2024

Average account balance

$19,430

+61.6% from 2024

Annual return

20.95%

-4.89 pp from 2024

Benchmarks

See 44,465 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,465 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$389K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

105.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$119K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+20.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1084

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

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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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$22K

$1141 / participant

Other / not subdivided$22K100.0%

% of EOY assets

5.580%

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

$19,430

$111,535-82.6%

$105,223-81.5%

$137,256-85.8%

Participation rate

84.2%

78.1%+6.1pp

75.0%+9.2pp

80.0%+4.3pp

Annual return

20.95%

237.85%-216.9pp

180.65%-159.7pp

220.34%-199.4pp

Employer contribution / active EE

$1,740

$3,939-55.8%

$3,689-52.8%

$4,156-58.1%

Participant deferral / active EE

$4,513

$5,500-17.9%

$5,072-11.0%

$6,407-29.6%

Admin fee / account holder

$1,084

$9,721-88.8%

$8,859-87.8%

$12,270-91.2%

JIM REIF BUILDERS 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JIM REIF BUILDERS 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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