Retirement plan

WESTHOFF CONSTRUCTION CO. PROFIT SHARING PLAN

Name: WESTHOFF CONSTRUCTION COMPANY, INC. - WESTHOFF CONSTRUCTION CO. PROFIT SHARING PLAN (2015) Form 5500
Creator: WESTHOFF CONSTRUCTION COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTHOFF CONSTRUCTION CO. PROFIT SHARING PLAN, WESTHOFF CONSTRUCTION COMPANY, INC.

WESTHOFF CONSTRUCTION COMPANY, INC.EIN 73-1510633Plan #002PY 2015

6282 N. HWY 69 - PORTER, OK 74454918-683-5282LinkedIn1-10 employeesmining & metals

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$378,981

No prior year

Annual return

6.03%

No prior year

Benchmarks

See 3,312 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Cohort3,312 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.37M

Not enough data

1 years with asset history on file

Average account balance

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

$790K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+24.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32008

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 codes2E2G2J

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$24K

Other / not subdivided$24K100.0%

% of EOY assets

2.143%

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

$378,981

$205,797+84.2%

$90,223+320.1%

Participation rate

0.0%

64.1%-64.1pp

79.0%-79.0pp

Annual return

6.03%

2.27%+3.8pp

1.31%+4.7pp

Employer contribution / active EE

$1,757-100.0%

$4,378-100.0%

Participant deferral / active EE

$2,673-100.0%

$5,792-100.0%

Admin fee / account holder

$8,123

$19,065-57.4%

$7,406+9.7%

WESTHOFF CONSTRUCTION CO. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTHOFF CONSTRUCTION CO. 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