Retirement plan

ASHWORTH CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING PLAN

Name: ASHWORTH CONSTRUCTION GROUP, LLC - ASHWORTH CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING PLAN (2022) Form 5500
Creator: ASHWORTH CONSTRUCTION GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASHWORTH CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING PLAN, ASHWORTH CONSTRUCTION GROUP, LLC

ASHWORTH CONSTRUCTION GROUP, LLCEIN 83-1733228Plan #001PY 2022

137 PINECREST DRIVE - BLUFFTON, SC 29910843-535-0449

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$138K

+84.9% from 2021

Total participants

0.0% from 2021

Average account balance

$69,123

+84.9% from 2021

Annual return

-18.04%

-34.81 pp from 2021

Benchmarks

See 48,297 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,297 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$248K

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$835

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

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

$646

$323 / participant

Other / not subdivided$646100.0%

% of EOY assets

0.467%

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

$69,123

$133,983-48.4%

$112,244-38.4%

$134,493-48.6%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

81.2%+18.8pp

Annual return

-18.04%

47.13%-65.2pp

27.46%-45.5pp

418.01%-436.1pp

Employer contribution / active EE

$34,684

$4,039+758.8%

$3,635+854.1%

$4,740+631.7%

Participant deferral / active EE

$3,804

$5,291-28.1%

$4,728-19.5%

$6,400-40.6%

Admin fee / account holder

$323

$7,490-95.7%

$6,411-95.0%

$11,425-97.2%

ASHWORTH CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASHWORTH CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING 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