Retirement plan

PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC. - PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST, PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC.

PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC.EIN 46-3663184Plan #001PY 2024

2 ARGENIO DRIVE - NEW WINDSOR, NY 12553845-245-6565LinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.4M

-3.1% from 2023

Total participants

+16.7% from 2023

Average account balance

$209,521

-16.9% from 2023

Annual return

14.58%

-2.28 pp from 2023

Benchmarks

See 54,852 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,852 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.40M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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

$456K

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

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$61143

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 codes2J

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.

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

$1.3M

$85601 / participant

Other / not subdivided$1M100.0%

% of EOY assets

29.182%

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

$209,521

$110,337+89.9%

$102,383+104.6%

$145,877+43.6%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

14.58%

24.83%-10.3pp

24.94%-10.4pp

551.28%-536.7pp

Employer contribution / active EE

$17,210

$4,216+308.2%

$3,870+344.7%

$4,663+269.1%

Participant deferral / active EE

$13,181

$5,621+134.5%

$5,060+160.5%

$6,691+97.0%

Admin fee / account holder

$61,143

$9,750+527.1%

$8,391+628.6%

$13,402+356.2%

PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PREMIER CONSTRUCTION SERVICES HUDSON VALLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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