Retirement plan

DETAILED CONSTRUCTION COMPANY INC PROFIT SHARING PLAN

Name: DETAILED CONSTRUCTION COMPANY INC - DETAILED CONSTRUCTION COMPANY INC PROFIT SHARING PLAN (2024) Form 5500
Creator: DETAILED CONSTRUCTION COMPANY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DETAILED CONSTRUCTION COMPANY INC PROFIT SHARING PLAN, DETAILED CONSTRUCTION COMPANY INC

DETAILED CONSTRUCTION COMPANY INCEIN 77-0714325Plan #002PY 2024

PO BOX 2912 - STOCKETT, MT 59403406-736-5470

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+29.8% from 2023

Total participants

+11.8% from 2023

Average account balance

$56,446

+2.5% from 2023

Annual return

9.93%

-4.69 pp from 2023

Benchmarks

See 54,852 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,852 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$188K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+9.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$678

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$11K

$783 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.022%

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

$56,446

$110,337-48.8%

$102,383-44.9%

$145,877-61.3%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

9.93%

24.83%-14.9pp

24.94%-15.0pp

551.28%-541.3pp

Employer contribution / active EE

$8,434

$4,216+100.1%

$3,870+117.9%

$4,663+80.9%

Participant deferral / active EE

$3,286

$5,621-41.5%

$5,060-35.1%

$6,691-50.9%

Admin fee / account holder

$577

$9,750-94.1%

$8,391-93.1%

$13,402-95.7%

DETAILED CONSTRUCTION COMPANY INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DETAILED CONSTRUCTION COMPANY INC 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