Retirement plan

DAVID E. ROSS CONSTRUCTION CO. 401(K) PROFIT SHARING PLAN

Name: DAVID E. ROSS CONSTRUCTION CO. - DAVID E. ROSS CONSTRUCTION CO. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: DAVID E. ROSS CONSTRUCTION CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID E. ROSS CONSTRUCTION CO. 401(K) PROFIT SHARING PLAN, DAVID E. ROSS CONSTRUCTION CO.

DAVID E. ROSS CONSTRUCTION CO.EIN 44-0664761Plan #003PY 2018

10201 EAST 75TH STREET - RAYTOWN, MO 64138816-737-2953derossconstruction.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

+2.9% from 2017

Total participants

0.0% from 2017

Average account balance

$200,617

+2.9% from 2017

Annual return

-7.45%

-92.68 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.05M

Not enough data

1 years with asset history on file

Average account balance

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

$459K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$255K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+10.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3017

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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$316 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.145%

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

$200,617

$97,732+105.3%

$83,831+139.3%

$135,380+48.2%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-7.45%

1287.56%-1295.0pp

850.99%-858.4pp

519.81%-527.3pp

Employer contribution / active EE

$7,273

$4,222+72.3%

$3,631+100.3%

$4,779+52.2%

Participant deferral / active EE

$14,790

$4,683+215.8%

$4,082+262.3%

$5,609+163.7%

Admin fee / account holder

$290

$6,675-95.7%

$5,479-94.7%

$10,828-97.3%

DAVID E. ROSS CONSTRUCTION CO. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVID E. ROSS CONSTRUCTION CO. 401(K) 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