Retirement plan

BLDR HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

Name: BLDR HOLDINGS, LLC - BLDR HOLDINGS, LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: BLDR HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLDR HOLDINGS, LLC 401(K) PROFIT SHARING PLAN, BLDR HOLDINGS, LLC

BLDR HOLDINGS, LLCEIN 47-2600592Plan #001PY 2019

2774 N. COBB PARKWAY, SUITE 109-166 - KENNESAW, GA 30152678-324-8203

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.3M

+49.3% from 2018

Total participants

+14.3% from 2018

Average account balance

$34,014

+25.7% from 2018

Annual return

24.55%

+31.96 pp from 2018

Benchmarks

See 15,813 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,813 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.42M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

92.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$303K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22591

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 codes2E2F2J2T3D3H

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).
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$10K

$303 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.774%

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

$34,014

$65,364-48.0%

$92,909-63.4%

$72,975-53.4%

Participation rate

69.7%

68.3%+1.4pp

76.0%-6.3pp

69.5%+0.2pp

Annual return

24.55%

42.11%-17.6pp

109.44%-84.9pp

81.01%-56.5pp

Employer contribution / active EE

$2,564

$2,594-1.2%

$3,653-29.8%

$2,440+5.1%

Participant deferral / active EE

$4,229

$3,128+35.2%

$4,238-0.2%

$3,608+17.2%

Admin fee / account holder

$263

$4,251-93.8%

$5,795-95.5%

$5,124-94.9%

BLDR HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLDR HOLDINGS, LLC 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