Retirement plan

SELECTIVE SITE CONSULTANTS, INC. 401K PLAN

Name: SELECTIVE SITE CONSULTANTS, INC. - SELECTIVE SITE CONSULTANTS, INC. 401K PLAN (2024) Form 5500
Creator: SELECTIVE SITE CONSULTANTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SELECTIVE SITE CONSULTANTS, INC. 401K PLAN, SELECTIVE SITE CONSULTANTS, INC.

SELECTIVE SITE CONSULTANTS, INC.EIN 74-2841514Plan #001PY 2024

7171 WEST 95TH STREET, SUITE 600 - OVERLAND PARK, KS 66212913-438-7700ssc.us.comLinkedIn51-200 employeeswireless

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.5M

+13.5% from 2023

Total participants

100

-2.0% from 2023

Average account balance

$65,264

+14.7% from 2023

Annual return

12.31%

-5.42 pp from 2023

Benchmarks

See 4,151 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort4,151 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.46M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

98.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$673K

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

+12.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$269

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 2 by compensation

Provider	Service type	Compensation
CRAFT VENTURES III FEEDER2 years Filed as: CRAFT & SAGE WEALTH LLC Service code 27 1535 WALNUT ST STE 107 · KANSAS CITY, MO 64108	Advisory (Plan)	$14,029
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$11,830

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

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.
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.
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

$27K

$346 / participant

Recordkeeping$12K44.5%
Investment mgmt$14K52.7%
Contract admin$7502.8%

% of EOY assets

0.412%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: VARNEY & ASSOCIATES CPAS LLC
Auditor EIN: 300038643
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,264

$77,962-16.3%

$178,540-63.4%

$80,935-19.4%

Participation rate

98.7%

65.7%+33.0pp

77.1%+21.6pp

67.7%+31.0pp

Annual return

12.31%

18.10%-5.8pp

27.15%-14.8pp

35.66%-23.3pp

Employer contribution / active EE

$2,616

$2,280+14.7%

$3,953-33.8%

$2,757-5.1%

Participant deferral / active EE

$6,128

$4,404+39.1%

$6,281-2.4%

$4,299+42.5%

Admin fee / account holder

$269

$7,156-96.2%

$10,424-97.4%

$6,924-96.1%

Provider

Service type

Compensation

CRAFT VENTURES III FEEDER2 years

Filed as: CRAFT & SAGE WEALTH LLC

Service code 27

1535 WALNUT ST STE 107 · KANSAS CITY, MO 64108

Advisory (Plan)

$14,029

AMERICAN FUNDS4 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS

Service code 64

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$11,830

SELECTIVE SITE CONSULTANTS, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SELECTIVE SITE CONSULTANTS, INC. 401K 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