Retirement plan

CCE CONSTRUCTION, INC., 401(K) PLAN

Name: CCE CONSTRUCTION, INC - CCE CONSTRUCTION, INC., 401(K) PLAN (2024) Form 5500
Creator: CCE CONSTRUCTION, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CCE CONSTRUCTION, INC., 401(K) PLAN, CCE CONSTRUCTION, INC

CCE CONSTRUCTION, INCEIN 82-3907910Plan #001PY 2024

668 N COAST HIGHWAY, SUITE 272 - LAGUNA BEACH, CA 92651510-421-6100cceconst.comLinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$317K

+88.0% from 2023

Total participants

-14.3% from 2023

Average account balance

$26,402

+41.0% from 2023

Annual return

21.70%

-13.39 pp from 2023

Benchmarks

See 55,025 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort55,025 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$468K

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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

$95K

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

+19.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$973

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

See the 5-year trajectory. $4.99 for your first month.

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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 codes2F2G2H2S2T3D

Plan features

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$492

$62 / participant

Other / not subdivided$492100.0%

% of EOY assets

0.155%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,402

$111,754-76.4%

$103,333-74.4%

$145,922-81.9%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

21.70%

24.77%-3.1pp

24.88%-3.2pp

561.29%-539.6pp

Employer contribution / active EE

$3,041

$4,212-27.8%

$3,868-21.4%

$4,660-34.7%

Participant deferral / active EE

$10,931

$5,619+94.5%

$5,057+116.1%

$6,688+63.4%

Admin fee / account holder

$41

$9,750-99.6%

$8,355-99.5%

$13,397-99.7%

CCE CONSTRUCTION, INC., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CCE CONSTRUCTION, INC., 401(K) 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