Retirement plan

BEDROCK STABILIZATION INC. 401(K) PLAN

Name: BEDROCK STABILIZATION INC. - BEDROCK STABILIZATION INC. 401(K) PLAN (2019) Form 5500
Creator: BEDROCK STABILIZATION INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEDROCK STABILIZATION INC. 401(K) PLAN, BEDROCK STABILIZATION INC.

BEDROCK STABILIZATION INC.EIN 47-2605952Plan #001PY 2019

PO BOX 670 - WONDER LAKE, IL 60097815-382-8644bedrockstabilization.comLinkedIn11-50 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$77K

+79.7% from 2018

Total participants

+50.0% from 2018

Average account balance

$76,975

+79.7% from 2018

Annual return

22.01%

+23.61 pp from 2018

Benchmarks

See 40,731 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,731 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$720K

Not enough data

1 years with asset history on file

Average account balance

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

$360K

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

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$57K

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

+19.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$54050

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 codes2E2F2G2J3D

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).
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.
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

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

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

$76,975

$107,363-28.3%

$92,909-17.2%

$152,897-49.7%

Participation rate

33.3%

79.8%-46.5pp

76.0%-42.7pp

82.5%-49.1pp

Annual return

22.01%

145.63%-123.6pp

109.44%-87.4pp

345.43%-323.4pp

Employer contribution / active EE

$1,900

$4,222-55.0%

$3,653-48.0%

$4,764-60.1%

Participant deferral / active EE

$6,333

$4,848+30.6%

$4,238+49.4%

$5,851+8.2%

Admin fee / account holder

$7,082-100.0%

$5,795-100.0%

$11,599-100.0%

BEDROCK STABILIZATION INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BEDROCK STABILIZATION 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