Retirement plan

WITHERS MECHANICAL 401(K) PLAN

Name: WITHERS MECHANICAL - WITHERS MECHANICAL 401(K) PLAN (2022) Form 5500
Creator: WITHERS MECHANICAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WITHERS MECHANICAL 401(K) PLAN, WITHERS MECHANICAL

WITHERS MECHANICALdba C/O THE PRICE COMPANYEIN 83-1365358Plan #001PY 2022

5151 N. PALM AVENUE, SUITE 920 - FRESNO, CA 93704209-470-2047

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$45K

No prior year

Total participants

No prior year

Average account balance

$11,138

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 48,271 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,271 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$179K

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+82.95%

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 codes2J3D

Plan features

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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$89

$30 / participant

Other / not subdivided$89100.0%

% of EOY assets

0.200%

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

$11,138

$133,998-91.7%

$112,263-90.1%

$134,545-91.7%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

81.2%+18.8pp

Annual return

0.00%

47.17%-47.2pp

27.49%-27.5pp

418.37%-418.4pp

Employer contribution / active EE

$13,283

$4,040+228.8%

$3,636+265.3%

$4,742+180.1%

Participant deferral / active EE

$1,812

$5,292-65.8%

$4,729-61.7%

$6,401-71.7%

Admin fee / account holder

$22

$7,493-99.7%

$6,410-99.7%

$11,431-99.8%

WITHERS MECHANICAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WITHERS MECHANICAL 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