Retirement plan

URBAN CONSTRUCTION SOUTHWEST, INC. 401(K) PROFIT SHARING PLAN

Name: URBAN CONSTRUCTION SOUTHWEST, INC. - URBAN CONSTRUCTION SOUTHWEST, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: URBAN CONSTRUCTION SOUTHWEST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, URBAN CONSTRUCTION SOUTHWEST, INC. 401(K) PROFIT SHARING PLAN, URBAN CONSTRUCTION SOUTHWEST, INC.

URBAN CONSTRUCTION SOUTHWEST, INC.EIN 76-0442002Plan #001PY 2025

2110 GRANDWAY DRIVE - KATY, TX 77449713-339-5380LinkedIn11-50 employeesconstruction

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$14.4M

+26.0% from 2024

Total participants

+29.2% from 2024

Average account balance

$463,097

-2.4% from 2024

Annual return

17.63%

+5.80 pp from 2024

Benchmarks

See 4,881 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort4,881 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.36M

Not enough data

1 years with asset history on file

Average account balance

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

$463K

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.

110.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$958K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+17.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3D

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).
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$463,097

$96,731+378.7%

$123,973+273.5%

$86,983+432.4%

Participation rate

100.0%

70.0%+30.0pp

76.7%+23.3pp

69.5%+30.5pp

Annual return

17.63%

17.33%+0.3pp

388.13%-370.5pp

25.83%-8.2pp

Employer contribution / active EE

$22,781

$3,297+591.0%

$4,126+452.2%

$2,584+781.5%

Participant deferral / active EE

$11,439

$4,152+175.5%

$5,247+118.0%

$4,194+172.8%

Admin fee / account holder

$8,722-100.0%

$11,799-100.0%

$7,856-100.0%

URBAN CONSTRUCTION SOUTHWEST, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

URBAN CONSTRUCTION SOUTHWEST, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion