Retirement plan

LEBOLO CONSTRUCTION MANAGEMENT, INC. 401(K) PLAN

Name: LEBOLO CONSTRUCTION MANAGEMENT, INC - LEBOLO CONSTRUCTION MANAGEMENT, INC. 401(K) PLAN (2020) Form 5500
Creator: LEBOLO CONSTRUCTION MANAGEMENT, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEBOLO CONSTRUCTION MANAGEMENT, INC. 401(K) PLAN, LEBOLO CONSTRUCTION MANAGEMENT, INC

LEBOLO CONSTRUCTION MANAGEMENT, INCEIN 65-1055266Plan #001PY 2020

2100 CORPORATE DRIVE - BOYNTON BEACH, FL 33426561-742-7644lebolo.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$587K

+41.8% from 2019

Total participants

-6.7% from 2019

Average account balance

$58,708

+27.6% from 2019

Annual return

20.96%

-3.34 pp from 2019

Benchmarks

See 42,043 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,043 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.11M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

78.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$128K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2639

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

$31K

$2214 / participant

Other / not subdivided$31K100.0%

% of EOY assets

5.281%

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

$58,708

$115,796-49.3%

$101,264-42.0%

$158,950-63.1%

Participation rate

71.4%

79.4%-7.9pp

75.8%-4.4pp

82.0%-10.5pp

Annual return

20.96%

56.15%-35.2pp

46.48%-25.5pp

302.91%-282.0pp

Employer contribution / active EE

$3,076

$4,175-26.3%

$3,660-16.0%

$4,762-35.4%

Participant deferral / active EE

$5,268

$4,958+6.2%

$4,370+20.5%

$5,983-12.0%

Admin fee / account holder

$3,100

$7,247-57.2%

$5,947-47.9%

$11,248-72.4%

LEBOLO CONSTRUCTION MANAGEMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEBOLO CONSTRUCTION MANAGEMENT, 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