Retirement plan

CORDILLERA AND AFFILIATED COMPANIES 401(K) DEFERRED COMPENSATION PLAN

Name: CORDILLERA CORPORATION - CORDILLERA AND AFFILIATED COMPANIES 401(K) DEFERRED COMPENSATION PLAN (2023) Form 5500
Creator: CORDILLERA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORDILLERA AND AFFILIATED COMPANIES 401(K) DEFERRED COMPENSATION PLAN, CORDILLERA CORPORATION

CORDILLERA CORPORATIONEIN 84-0718345Plan #334PY 2023

7800 EAST DORADO PLACE, SUITE 250 - ENGLEWOOD, CO 801112336303-779-8811

Other plans on this EIN

1 filing

#333Retirement-$11.1M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$12.8M

+12.4% from 2022

Total participants

178

+128.2% from 2022

Average account balance

$164,153

+3.8% from 2022

Annual return

18.71%

+36.41 pp from 2022

Benchmarks

See 264 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants100-249

Cohort264 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.04M

Not enough data

1 years with asset history on file

Average account balance

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

$169K

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.

35.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$759K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1 year Filed as: THE VANUGARD GROUP, INC. Service code 15 · EIN 23-1945930	Recordkeeping	$1,379
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907	Recordkeeping	$317

Plan features & details

Pension benefit codes2F2G2K2R2T3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$13 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.015%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HIRATSUKA & ASSOCIATES, LLP
Auditor EIN: 841315974
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$164,153

$80,138+104.8%

$130,270+26.0%

$71,529+129.5%

Participation rate

31.0%

71.0%-40.0pp

76.3%-45.2pp

67.9%-36.9pp

Annual return

18.71%

16.81%+1.9pp

38.89%-20.2pp

28.97%-10.3pp

Employer contribution / active EE

$1,928

$2,834-32.0%

$4,128-53.3%

$2,590-25.5%

Participant deferral / active EE

$2,853

$4,641-38.5%

$6,797-58.0%

$4,291-33.5%

Admin fee / account holder

$25

$1,035-97.6%

$6,022-99.6%

$1,588-98.4%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Filed as: THE VANUGARD GROUP, INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$1,379

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 15 · EIN 84-0467907

Recordkeeping

$317

CORDILLERA AND AFFILIATED COMPANIES 401(K) DEFERRED COMPENSATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORDILLERA AND AFFILIATED COMPANIES 401(K) DEFERRED COMPENSATION 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