Retirement plan

HENTZEN CONTRACTORS, INC. 401(K) PLAN

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

HENTZEN CONTRACTORS, INC.EIN 48-0696172Plan #001PY 2019

3711 N HILLSIDE - WICHITA, KS 67219316-267-3321

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+12.4% from 2018

Total participants

+20.8% from 2018

Average account balance

$57,578

-31.6% from 2018

Annual return

13.06%

+14.50 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

$1.70M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

88.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+8.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1094

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$63K

$2737 / participant

Other / not subdivided$63K100.0%

% of EOY assets

4.754%

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

$57,578

$107,363-46.4%

$92,909-38.0%

$152,897-62.3%

Participation rate

73.9%

79.8%-5.9pp

76.0%-2.1pp

82.5%-8.5pp

Annual return

13.06%

145.63%-132.6pp

109.44%-96.4pp

345.43%-332.4pp

Employer contribution / active EE

$4,222-100.0%

$3,653-100.0%

$4,764-100.0%

Participant deferral / active EE

$2,406

$4,848-50.4%

$4,238-43.2%

$5,851-58.9%

Admin fee / account holder

$2,737

$7,082-61.3%

$5,795-52.8%

$11,599-76.4%

HENTZEN CONTRACTORS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENTZEN CONTRACTORS, INC. 401(K) 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