Retirement plan

L & P CONCRETE CONSTRUCTION, INC. 401K PLAN

Name: L & P CONCRETE CONSTRUCTION, INC. - L & P CONCRETE CONSTRUCTION, INC. 401K PLAN (2016) Form 5500
Creator: L & P CONCRETE CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, L & P CONCRETE CONSTRUCTION, INC. 401K PLAN, L & P CONCRETE CONSTRUCTION, INC.

L & P CONCRETE CONSTRUCTION, INC.EIN 42-1522437Plan #001PY 2016

3130 DAWNE LANE SW - IOWA CITY, IA 52240319-683-2326landpconcrete.comLinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$904K

+16.9% from 2015

Total participants

0.0% from 2015

Average account balance

$150,624

+36.3% from 2015

Annual return

8.85%

+12.59 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$322K

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

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3194

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$10K

$1697 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.127%

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

$150,624

$99,345+51.6%

$84,753+77.7%

$273,972-45.0%

Participation rate

83.3%

80.7%+2.6pp

76.6%+6.7pp

83.0%+0.3pp

Annual return

8.85%

22.93%-14.1pp

22.78%-13.9pp

41.46%-32.6pp

Employer contribution / active EE

$882

$4,214-79.1%

$3,574-75.3%

$4,869-81.9%

Participant deferral / active EE

$9,548

$4,270+123.6%

$3,712+157.2%

$5,287+80.6%

Admin fee / account holder

$1,697

$6,645-74.5%

$5,333-68.2%

$10,133-83.3%

L & P CONCRETE CONSTRUCTION, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

L & P CONCRETE CONSTRUCTION, INC. 401K 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