Retirement plan

CIVIL DESIGN GROUP, LLC 401(K) RETIREMENT PLAN

Name: CIVIL DESIGN GROUP, LLC - CIVIL DESIGN GROUP, LLC 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: CIVIL DESIGN GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CIVIL DESIGN GROUP, LLC 401(K) RETIREMENT PLAN, CIVIL DESIGN GROUP, LLC

CIVIL DESIGN GROUP, LLCEIN 45-3194114Plan #001PY 2025

21 HIGH STREET, SUITE 207 - NORTH ANDOVER, MA 01845978-794-5400

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$650K

+45.2% from 2024

Total participants

0.0% from 2024

Average account balance

$325,005

+45.2% from 2024

Annual return

13.94%

-0.61 pp from 2024

Benchmarks

See 17,684 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort17,684 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$650K

Not enough data

1 years with asset history on file

Average account balance

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

$325K

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

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$70K

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

+13.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$325,005

$134,817+141.1%

$123,973+162.2%

$155,188+109.4%

Participation rate

100.0%

79.4%+20.6pp

76.7%+23.3pp

80.8%+19.2pp

Annual return

13.94%

515.49%-501.5pp

388.13%-374.2pp

148.84%-134.9pp

Employer contribution / active EE

$46,500

$4,425+950.8%

$4,126+1027.1%

$4,248+994.7%

Participant deferral / active EE

$23,500

$5,706+311.8%

$5,247+347.9%

$6,531+259.8%

Admin fee / account holder

$13,245-100.0%

$11,799-100.0%

$14,480-100.0%

CIVIL DESIGN GROUP, LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CIVIL DESIGN GROUP, LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion