Retirement plan

BRANAGH DEVELOPMENT 401(K) PLAN & TRUST

Name: BRANAGH HOLDINGS, INC. - BRANAGH DEVELOPMENT 401(K) PLAN & TRUST (2024) Form 5500
Creator: BRANAGH HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRANAGH DEVELOPMENT 401(K) PLAN & TRUST, BRANAGH HOLDINGS, INC.

BRANAGH HOLDINGS, INC.EIN 82-3759444Plan #001PY 2024

3800 MT. DIABLO BLVD, SUITE 200 - LAFAYETTE, CA 94549925-743-9500

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

-21.4% from 2023

Total participants

-20.4% from 2023

Average account balance

$112,558

-9.5% from 2023

Annual return

13.48%

-4.65 pp from 2023

Benchmarks

See 18,533 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort18,533 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.71M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$443K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63492

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 codes2E2F2G2J2T2X3D3H

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

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

$2.1M

$77602 / participant

Other / not subdivided$2M100.0%

% of EOY assets

56.409%

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

$112,558

$81,487+38.1%

$102,412+9.9%

$80,935+39.1%

Participation rate

77.8%

66.8%+10.9pp

74.5%+3.3pp

67.7%+10.1pp

Annual return

13.48%

25.60%-12.1pp

24.94%-11.5pp

35.66%-22.2pp

Employer contribution / active EE

$5,187

$3,103+67.2%

$3,870+34.0%

$2,757+88.2%

Participant deferral / active EE

$11,214

$3,871+189.7%

$5,060+121.6%

$4,299+160.8%

Admin fee / account holder

$63,492

$6,717+845.2%

$8,388+657.0%

$6,924+816.9%

BRANAGH DEVELOPMENT 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRANAGH DEVELOPMENT 401(K) PLAN & TRUST

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