Retirement plan

BLACKHAWK AUTOMATIC SPRINKLERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: BLACKHAWK AUTOMATIC SPRINKLERS, INC. - BLACKHAWK AUTOMATIC SPRINKLERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: BLACKHAWK AUTOMATIC SPRINKLERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLACKHAWK AUTOMATIC SPRINKLERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, BLACKHAWK AUTOMATIC SPRINKLERS, INC.

BLACKHAWK AUTOMATIC SPRINKLERS, INC.EIN 42-1020859Plan #003PY 2024

525 E. 18TH ST - CEDAR FALLS, IA 50613319-232-7721

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.5M

+33.4% from 2023

Total participants

0.0% from 2023

Average account balance

$141,503

+33.4% from 2023

Annual return

33.37%

+42.11 pp from 2023

Benchmarks

See 54,852 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,852 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.53M

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+33.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1097

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 codes2I2O2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$35K

$1951 / participant

Other / not subdivided$35K100.0%

% of EOY assets

0.775%

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

$141,503

$110,337+28.2%

$102,383+38.2%

$145,877-3.0%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

33.37%

24.83%+8.5pp

24.94%+8.4pp

551.28%-517.9pp

Employer contribution / active EE

$1,951

$4,216-53.7%

$3,870-49.6%

$4,663-58.2%

Participant deferral / active EE

$5,621-100.0%

$5,060-100.0%

$6,691-100.0%

Admin fee / account holder

$1,097

$9,750-88.7%

$8,391-86.9%

$13,402-91.8%

BLACKHAWK AUTOMATIC SPRINKLERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLACKHAWK AUTOMATIC SPRINKLERS, INC. EMPLOYEE STOCK OWNERSHIP 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