Retirement plan

L. G. ROLOFF CONSTRUCTION CO. , INC. PROFIT SHARING & 401(K) PLAN

Name: L. G. ROLOFF CONSTRUCTION CO., INC. - L. G. ROLOFF CONSTRUCTION CO. , INC. PROFIT SHARING & 401(K) PLAN (2017) Form 5500
Creator: L. G. ROLOFF CONSTRUCTION CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, L. G. ROLOFF CONSTRUCTION CO. , INC. PROFIT SHARING & 401(K) PLAN, L. G. ROLOFF CONSTRUCTION CO., INC.

L. G. ROLOFF CONSTRUCTION CO., INC.EIN 47-0563319Plan #002PY 2017

10204 S. 152ND ST. - OMAHA, NE 68138402-861-1721

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed January 3, 2025

Plan administrator

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10204 S 152ND ST

Omaha, NE 68138

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Plans declared (1)

Plan name not on file1 emp

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Total assets (EOY)

$12.5M

+24.2% from 2016

Total participants

157

-3.1% from 2016

Average account balance

$79,430

+28.1% from 2016

Annual return

15.20%

+3.69 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$21.08M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

153

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

$932K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$786

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060	Advisory (Plan)	$43,813
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962	Recordkeeping	$24,959

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$72K

$604 / participant

Investment mgmt$72K100.0%

% of EOY assets

0.577%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LUTZ & COMPANY PC
Auditor EIN: 470625816
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$79,430

$58,726+35.3%

$92,233-13.9%

$62,292+27.5%

Participation rate

100.0%

68.3%+31.7pp

76.5%+23.5pp

69.5%+30.5pp

Annual return

15.20%

43.62%-28.4pp

176.28%-161.1pp

28.90%-13.7pp

Employer contribution / active EE

$7,720

$2,392+222.8%

$3,679+109.8%

$2,042+278.0%

Participant deferral / active EE

$2,188

$2,766-20.9%

$3,897-43.8%

$3,169-30.9%

Admin fee / account holder

$458

$556-17.7%

$5,194-91.2%

$479-4.4%

Provider

Service type

Compensation

CREATIVE PLANNING LLC2+ years

Filed as: CREATIVE PLANNING

Service code 27 · EIN 45-5091060

Advisory (Plan)

$43,813

EPIC RETIREMENT PLAN SERVICES2+ years

Filed as: TPP RETIREMENT PLAN SPECIALISTS

Service code 15 · EIN 20-1301962

Recordkeeping

$24,959

L. G. ROLOFF CONSTRUCTION CO. , INC. PROFIT SHARING & 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

L. G. ROLOFF CONSTRUCTION CO. , INC. PROFIT SHARING & 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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