Retirement plan

COYOTE CREEK CONSTRUCTION RETIREMENT PLAN

Name: COYOTE CREEK CONSTRUCTION - COYOTE CREEK CONSTRUCTION RETIREMENT PLAN (2024) Form 5500
Creator: COYOTE CREEK CONSTRUCTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COYOTE CREEK CONSTRUCTION RETIREMENT PLAN, COYOTE CREEK CONSTRUCTION

COYOTE CREEK CONSTRUCTIONEIN 81-0522211Plan #001PY 2024

31 BIG CHIEF TRAIL - BOZEMAN, MT 59718406-580-3100coyotecreekconstruct.comLinkedIn1-10 employeesconstruction

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+11.9% from 2023

Total participants

-20.0% from 2023

Average account balance

$318,000

+11.9% from 2023

Annual return

7.43%

-3.58 pp from 2023

Benchmarks

See 54,761 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,761 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$318K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+7.43%

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 codes2E2J2F2G3D

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$318,000

$110,410+188.0%

$102,437+210.4%

$145,897+118.0%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

7.43%

24.85%-17.4pp

24.95%-17.5pp

552.29%-544.9pp

Employer contribution / active EE

$9,390

$4,217+122.7%

$3,871+142.6%

$4,663+101.4%

Participant deferral / active EE

$3,337

$5,622-40.6%

$5,060-34.0%

$6,689-50.1%

Admin fee / account holder

$9,745-100.0%

$8,388-100.0%

$13,390-100.0%

COYOTE CREEK CONSTRUCTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COYOTE CREEK CONSTRUCTION RETIREMENT 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