Retirement plan

C & R MECHANICAL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Name: C & R MECHANICAL COMPANY - C & R MECHANICAL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: C & R MECHANICAL COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C & R MECHANICAL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN, C & R MECHANICAL COMPANY

C & R MECHANICAL COMPANYEIN 43-0692503Plan #002PY 2024

12825 PENNRIDGE DRIVE - BRIDGETON, MO 630441238314-739-1800

Other plans on this EIN

1 filing

#001Retirement-$5.7M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.8M

+25.9% from 2023

Total participants

-3.3% from 2023

Average account balance

$305,068

+30.2% from 2023

Annual return

22.70%

-94.40 pp from 2023

Benchmarks

See 18,536 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort18,536 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.20M

Not enough data

1 years with asset history on file

Average account balance

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

$377K

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

$526K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+46.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7166

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 codes2P3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
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

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

$255K

$8801 / participant

Other / not subdivided$255K100.0%

% of EOY assets

2.885%

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

$305,068

$81,476+274.4%

$102,383+198.0%

$80,925+277.0%

Participation rate

100.0%

66.8%+33.2pp

74.5%+25.5pp

67.7%+32.3pp

Annual return

22.70%

25.59%-2.9pp

24.94%-2.2pp

35.65%-13.0pp

Employer contribution / active EE

$16,563

$3,105+433.5%

$3,870+328.0%

$2,756+500.9%

Participant deferral / active EE

$3,871-100.0%

$5,060-100.0%

$4,299-100.0%

Admin fee / account holder

$8,801

$6,717+31.0%

$8,391+4.9%

$6,940+26.8%

C & R MECHANICAL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C & R MECHANICAL COMPANY 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