Retirement plan

ARROWHEAD CONCRETE WORKS, INC. PROFIT SHARING PLAN

Name: ARROWHEAD CONCRETE WORKS, INC. - ARROWHEAD CONCRETE WORKS, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: ARROWHEAD CONCRETE WORKS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARROWHEAD CONCRETE WORKS, INC. PROFIT SHARING PLAN, ARROWHEAD CONCRETE WORKS, INC.

ARROWHEAD CONCRETE WORKS, INC.EIN 41-0973283Plan #001PY 2015

5572 MILLER TRUNK HIGHWAY - HERMANTOWN, MN 55811218-729-8274arrowheadconcreteworks.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.5M

No prior year

Total participants

No prior year

Average account balance

$406,032

No prior year

Annual return

-1.98%

No prior year

Benchmarks

See 7,038 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort7,038 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

533.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13K

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

+8.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10064

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$103K

$10325 / participant

Other / not subdivided$103K100.0%

% of EOY assets

2.312%

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

$406,032

$83,908+383.9%

$68,509+492.7%

$125,388+223.8%

Participation rate

100.0%

78.2%+21.8pp

74.7%+25.3pp

83.2%+16.8pp

Annual return

-1.98%

14.48%-16.5pp

8.27%-10.2pp

282.24%-284.2pp

Employer contribution / active EE

$13,503

$3,031+345.5%

$2,278+492.8%

$4,866+177.5%

Participant deferral / active EE

$5,442

$4,125+31.9%

$3,382+60.9%

$5,352+1.7%

Admin fee / account holder

$9,386

$8,982+4.5%

$5,275+78.0%

$9,541-1.6%

ARROWHEAD CONCRETE WORKS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARROWHEAD CONCRETE WORKS, 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