Retirement plan

ASSOCIATED BUILDERS AND CONTRACTORS, INC. RETIREMENT & SAVINGS PLAN

Name: ASSOCIATED BUILDERS AND CONTRACTORS, INC. - ASSOCIATED BUILDERS AND CONTRACTORS, INC. RETIREMENT & SAVINGS PLAN (2018) Form 5500
Creator: ASSOCIATED BUILDERS AND CONTRACTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATED BUILDERS AND CONTRACTORS, INC. RETIREMENT & SAVINGS PLAN, ASSOCIATED BUILDERS AND CONTRACTORS, INC.

ASSOCIATED BUILDERS AND CONTRACTORS, INC.EIN 52-0579380Plan #001PY 2018

440 FIRST ST., NW, SUITE 200 - WASHINGTON, DC 20001202-595-1870ovabc.orgLinkedIn51-200 employeesconstruction

Prospect flagsLow returnsFailed to transmit contributions

Top hat statement on fileNQDC

Filed March 3, 2025 (most recent of 4 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

440 First Street NW, Suite 200

Washington, DC 20001

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Plans declared (6)

Executive Long Term Retention Agreement6 emp
Plan name not on file0 emp
Plan name not on file0 emp
Plan name not on file0 emp
Plan name not on file0 emp
+1 more

Total covered: 6 employees

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Total assets (EOY)

$40.6M

-9.7% from 2017

Total participants

571

+11.7% from 2017

Average account balance

$78,133

-18.4% from 2017

Annual return

-7.76%

-21.27 pp from 2017

Benchmarks

See 845 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort845 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$83.55M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

1,163

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.

61.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.90M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$341

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

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
BLUESTAR RETIREMENT SERVICES1 year Service code 13 · EIN 59-3092339 822 A1A N · PONTE VEDRA BEACH, FL 32082	Contract Administrator	$97,570
FIDUCIARY CONSULTING GROUP1 year Service code 27 · EIN 20-2807852 PO BOX 11408 · MURFREESBORO, TN 37129	Advisory (Plan)	$50,476
NORTHWESTERN MUTUAL INVESTMENT SERV4+ years Service code 26 · EIN 52-2114207	Advisory (Participants)	$18,375
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408	Securities Custodian	$3,509
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290	Contract Administrator	$520

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$151K

$352 / participant

Investment mgmt$151K100.0%

% of EOY assets

0.372%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LBMC, PC
Auditor EIN: 621199757
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,133

$43,999+77.6%

$79,467-1.7%

$55,725+40.2%

Participation rate

88.1%

66.9%+21.2pp

73.3%+14.8pp

70.9%+17.3pp

Annual return

-7.76%

1.81%-9.6pp

718.30%-726.1pp

244.93%-252.7pp

Employer contribution / active EE

$4,028

$1,830+120.1%

$2,800+43.8%

$2,078+93.8%

Participant deferral / active EE

$5,160

$2,538+103.3%

$3,704+39.3%

$3,356+53.8%

Admin fee / account holder

$291

$118+147.2%

$5,104-94.3%

$115+152.3%

Provider

Service type

Compensation

BLUESTAR RETIREMENT SERVICES1 year

Service code 13 · EIN 59-3092339

822 A1A N · PONTE VEDRA BEACH, FL 32082

Contract Administrator

$97,570

FIDUCIARY CONSULTING GROUP1 year

Service code 27 · EIN 20-2807852

PO BOX 11408 · MURFREESBORO, TN 37129

Advisory (Plan)

$50,476

NORTHWESTERN MUTUAL INVESTMENT SERV4+ years

Service code 26 · EIN 52-2114207

Advisory (Participants)

$18,375

TD AMERITRADE, INC.1 year

Filed as: TD AMERITRADE TRUST COMPANY

Service code 19 · EIN 20-0937408

Securities Custodian

$3,509

PRINCIPAL LIFE INSURANCE COMPANY4+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$520

ASSOCIATED BUILDERS AND CONTRACTORS, INC. RETIREMENT & SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (6)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATED BUILDERS AND CONTRACTORS, INC. RETIREMENT & SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (6)

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