Retirement plan

DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN

Name: DICK ANDERSON CONSTRUCTION, INC. - DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN (2021) Form 5500
Creator: DICK ANDERSON CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN, DICK ANDERSON CONSTRUCTION, INC.

DICK ANDERSON CONSTRUCTION, INC.EIN 81-0380463Plan #001PY 2021

3424 HIGHWAY 12 EAST - HELENA, MT 59601406-443-3225daconstruction.comLinkedIn201-500 employeesconstruction

Other plans on this EIN

1 filing

#003Retirement-$35.8M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed June 8, 2009

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$25.8M

+15.4% from 2020

Total participants

528

+3.1% from 2020

Average account balance

$57,789

+21.4% from 2020

Annual return

13.77%

+1.59 pp from 2020

Benchmarks

See 1,300 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,300 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42.53M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

564

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.

78.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.77M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+40.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$270

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
ROYAL ALLIANCE ASSOCIATES INC2 years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 13	Contract Administrator	$68,025
RANDALL & HURLEY, INC.4 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594	Contract Administrator	$12,500
ADVISOR RESOURCE COUNCIL2 years Filed as: ADVISOR ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$9,465
ANDERSON ZURMUEHLEN1 year Filed as: ANDERSON ZURMUEHLEN AND CO Service code 10 PO BOX 1040 · HELENA, MT 59624	Accounting	$7,000
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,450
ROYAL ALLIANCE ASSOCIATES INC3 years Filed as: ROYAL ALLIANCE ASSOCIATES Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302	Other Commissions	$0

Plan features & details

Pension benefit codes2E2F2J3D2T2G3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$23K

$60 / participant

Investment mgmt$18K80.0%
Other / not subdivided$5K20.0%

% of EOY assets

0.089%

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: ANDERSON ZURMUEHLEN & CO., P.C.
Auditor EIN: 810385940
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,789

$78,275-26.2%

$109,173-47.1%

$86,821-33.4%

Participation rate

78.7%

73.8%+4.9pp

75.9%+2.9pp

72.3%+6.4pp

Annual return

13.77%

19.14%-5.4pp

25.75%-12.0pp

97.94%-84.2pp

Employer contribution / active EE

$2,492

$3,105-19.7%

$3,723-33.1%

$2,406+3.6%

Participant deferral / active EE

$3,934

$3,641+8.1%

$4,654-15.5%

$4,132-4.8%

Admin fee / account holder

$51

$198-74.1%

$6,755-99.2%

$170-69.7%

Provider

Service type

Compensation

ROYAL ALLIANCE ASSOCIATES INC2 years

Filed as: ROYAL ALLIANCE ASSOCIATES, INC.

Service code 13

Contract Administrator

$68,025

RANDALL & HURLEY, INC.4 years

Service code 13 · EIN 91-1661080

1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594

Contract Administrator

$12,500

ADVISOR RESOURCE COUNCIL2 years

Filed as: ADVISOR ASSETS GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$9,465

ANDERSON ZURMUEHLEN1 year

Filed as: ANDERSON ZURMUEHLEN AND CO

Service code 10

PO BOX 1040 · HELENA, MT 59624

Accounting

$7,000

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: GREAT WEST LIFE & ANNUITY INSURANCE

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,450

ROYAL ALLIANCE ASSOCIATES INC3 years

Filed as: ROYAL ALLIANCE ASSOCIATES

Service code 55

10 EXCHANGE PLACE · JERSEY CITY, NJ 07302

Other Commissions

DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DICK ANDERSON CONSTRUCTION, INC. PROFIT SHARING PLAN

Top hat statement on fileNQDC

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