Retirement plan

AUBURN CONSTRUCTORS, LLC. 401K/PW PLAN

Name: AUBURN CONSTRUCTORS, LLC - AUBURN CONSTRUCTORS, LLC. 401K/PW PLAN (2023) Form 5500
Creator: AUBURN CONSTRUCTORS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUBURN CONSTRUCTORS, LLC. 401K/PW PLAN, AUBURN CONSTRUCTORS, LLC

AUBURN CONSTRUCTORS, LLCEIN 83-0787403Plan #002PY 2023

730 W. STADIUM LANE - SACRAMENTO, CA 958341130916-924-0344auburnconstructors.comLinkedIn51-200 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$20.3M

-0.5% from 2022

Total participants

-13.8% from 2022

Average account balance

$225,793

+19.4% from 2022

Annual return

14.37%

+9.01 pp from 2022

Benchmarks

See 18,053 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort18,053 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.11M

Not enough data

1 years with asset history on file

Average account balance

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

$276K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+13.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13325

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 codes2E2F2G2J2T3D

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.

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

$4.7M

$86641 / participant

Other / not subdivided$5M100.0%

% of EOY assets

23.023%

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

$225,793

$73,940+205.4%

$96,496+134.0%

$75,173+200.4%

Participation rate

92.6%

66.4%+26.2pp

74.3%+18.3pp

67.2%+25.4pp

Annual return

14.37%

26.71%-12.3pp

35.70%-21.3pp

160.65%-146.3pp

Employer contribution / active EE

$25,369

$2,929+766.0%

$3,738+578.7%

$2,670+850.0%

Participant deferral / active EE

$4,679

$3,659+27.9%

$4,879-4.1%

$4,126+13.4%

Admin fee / account holder

$51,984

$5,216+896.6%

$6,731+672.4%

$5,651+819.9%

AUBURN CONSTRUCTORS, LLC. 401K/PW PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUBURN CONSTRUCTORS, LLC. 401K/PW 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