Retirement plan

BUCKLEY BUILDERS, INC. 401(K) PROFIT SHARING PLAN

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

BUCKLEY BUILDERS, INC.EIN 51-0118106Plan #002PY 2019

44 PLEASANTON DRIVE - DOVER, DE 19901302-674-2098buckleybuilders.comLinkedIn1-10 employeesinformation technology and services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$333K

+10.5% from 2018

Total participants

0.0% from 2018

Average account balance

$110,898

+10.5% from 2018

Annual return

4.17%

+4.50 pp from 2018

Benchmarks

See 40,734 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,734 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$317K

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+4.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10299

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$16K

$7752 / participant

Other / not subdivided$16K100.0%

% of EOY assets

4.660%

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

$110,898

$107,353+3.3%

$92,903+19.4%

$152,885-27.5%

Participation rate

100.0%

79.8%+20.2pp

76.0%+24.0pp

82.5%+17.5pp

Annual return

4.17%

145.62%-141.4pp

109.43%-105.3pp

345.39%-341.2pp

Employer contribution / active EE

$3,009

$4,222-28.7%

$3,653-17.6%

$4,763-36.8%

Participant deferral / active EE

$12,973

$4,848+167.6%

$4,238+206.1%

$5,851+121.7%

Admin fee / account holder

$5,168

$7,081-27.0%

$5,795-10.8%

$11,598-55.4%

BUCKLEY BUILDERS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUCKLEY BUILDERS, INC. 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