Retirement plan

PFEIFFER & SON, LTD EMPLOYEE'S PROFIT SHARING & TRUST

Name: PFEIFFER & SON, LTD. - PFEIFFER & SON, LTD EMPLOYEE'S PROFIT SHARING & TRUST (2024) Form 5500
Creator: PFEIFFER & SON, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PFEIFFER & SON, LTD EMPLOYEE'S PROFIT SHARING & TRUST, PFEIFFER & SON, LTD.

PFEIFFER & SON, LTD.EIN 74-1462167Plan #001PY 2024

PO BOX 1116 - LA PORTE, TX 775721116281-471-4222pfeifferandson.comLinkedIn51-200 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$74.2M

+15.9% from 2023

Total participants

342

-2.3% from 2023

Average account balance

$220,154

+19.0% from 2023

Annual return

18.63%

-3.68 pp from 2023

Benchmarks

See 3,445 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,445 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$74.19M

Not enough data

1 years with asset history on file

Average account balance

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

$220K

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.

337

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.

95.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+18.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39

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

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

Service providers

Top 5 by compensation

Provider	Service type	Compensation
LPL FINANCIAL6 years Filed as: LPL-RPCP Service code 28 · EIN 04-3046611	Investment Management	$34,167
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$23,010
BENTON, DUROY & IVEY, P.C.9 years Service code 10 · EIN 74-2170758	Accounting	$15,963
ONEDIGITAL INVESTMENT ADVISORS LLC1 year Service code 28 · EIN 82-1434504	Investment Management	$6,833
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	-$66,797

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$13K

$123 / participant

Investment mgmt$64K485.8%

% of EOY assets

0.018%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BENTON, DUROY & IVEY
Auditor EIN: 742170758
Audit fees: $15,963
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$220,154

$80,763+172.6%

$102,412+115.0%

$74,459+195.7%

Participation rate

95.3%

65.7%+29.7pp

74.5%+20.8pp

67.2%+28.1pp

Annual return

18.63%

27.57%-8.9pp

24.94%-6.3pp

1369.70%-1351.1pp

Employer contribution / active EE

$17,543

$3,160+455.2%

$3,870+353.3%

$2,626+568.1%

Participant deferral / active EE

$4,009

$3,862+3.8%

$5,060-20.8%

$4,350-7.8%

Admin fee / account holder

$39

$2,371-98.4%

$8,388-99.5%

$1,945-98.0%

Provider

Service type

Compensation

LPL FINANCIAL6 years

Filed as: LPL-RPCP

Service code 28 · EIN 04-3046611

Investment Management

$34,167

STRATEGIC ADVISORS, INC.10+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$23,010

BENTON, DUROY & IVEY, P.C.9 years

Service code 10 · EIN 74-2170758

Accounting

$15,963

ONEDIGITAL INVESTMENT ADVISORS LLC1 year

Service code 28 · EIN 82-1434504

Investment Management

$6,833

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

-$66,797

PFEIFFER & SON, LTD EMPLOYEE'S PROFIT SHARING & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PFEIFFER & SON, LTD EMPLOYEE'S PROFIT SHARING & TRUST

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