Retirement plan

BUILTECH SERVICES, LLC RETIREMENT SAVINGS PLAN

Name: BUILTECH SERVICES, LLC - BUILTECH SERVICES, LLC RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: BUILTECH SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUILTECH SERVICES, LLC RETIREMENT SAVINGS PLAN, BUILTECH SERVICES, LLC

BUILTECH SERVICES, LLCEIN 47-4526318Plan #001PY 2025

50 N BROCKWAY STREET SUITE 500 - PALATINE, IL 600675076704-783-7352builtechllc.comLinkedIn51-200 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.9M

+32.0% from 2024

Total participants

122

+14.0% from 2024

Average account balance

$106,474

+20.6% from 2024

Annual return

18.59%

-18.77 pp from 2024

Benchmarks

See 1,499 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort1,499 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.90M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

92.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2252

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 codes2E2F2G2J2T3D

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.
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.

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

$209K

$2074 / participant

Other / not subdivided$209K100.0%

% of EOY assets

2.115%

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

$106,474

$83,369+27.7%

$105,223+1.2%

$67,986+56.6%

Participation rate

71.3%

56.3%+15.0pp

75.0%-3.8pp

57.2%+14.1pp

Annual return

18.59%

24.64%-6.1pp

180.65%-162.1pp

31.67%-13.1pp

Employer contribution / active EE

$3,765

$2,541+48.2%

$3,689+2.1%

$2,019+86.5%

Participant deferral / active EE

$7,611

$3,295+131.0%

$5,072+50.1%

$3,358+126.6%

Admin fee / account holder

$2,252

$4,073-44.7%

$8,859-74.6%

$3,203-29.7%

BUILTECH SERVICES, LLC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUILTECH SERVICES, LLC RETIREMENT SAVINGS 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