Retirement plan

ORUM CONSTRUCTION GROUP, INC. 401(K) PLAN

Name: ORUM CONSTRUCTION GROUP, INC. - ORUM CONSTRUCTION GROUP, INC. 401(K) PLAN (2024) Form 5500
Creator: ORUM CONSTRUCTION GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORUM CONSTRUCTION GROUP, INC. 401(K) PLAN, ORUM CONSTRUCTION GROUP, INC.

ORUM CONSTRUCTION GROUP, INC.EIN 46-3592009Plan #001PY 2024

2001 SANTA ANITA AVENUE, SUITE 202 - S. EL MONTE, CA 91733626-416-5487

Other plans on this EIN

1 filing

#002Retirement-$160K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$330K

+56.0% from 2023

Total participants

-33.3% from 2023

Average account balance

$165,121

+56.0% from 2023

Annual return

27.72%

-13.43 pp from 2023

Benchmarks

See 54,965 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,965 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$330K

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+27.72%

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 codes2J3D

Plan features

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.

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

$165,121

$111,814+47.7%

$103,374+59.7%

$145,959+13.1%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

27.72%

24.77%+3.0pp

24.89%+2.8pp

561.95%-534.2pp

Employer contribution / active EE

$6,900

$4,214+63.8%

$3,869+78.3%

$4,661+48.0%

Participant deferral / active EE

$23,000

$5,618+309.4%

$5,058+354.8%

$6,689+243.9%

Admin fee / account holder

$9,754-100.0%

$8,394-100.0%

$13,398-100.0%

ORUM CONSTRUCTION GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ORUM CONSTRUCTION GROUP, INC. 401(K) 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