Retirement plan

HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN

Name: HENSEL PHELPS CONSTRUCTION CO. - HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN (2022) Form 5500
Creator: HENSEL PHELPS CONSTRUCTION CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN, HENSEL PHELPS CONSTRUCTION CO.

HENSEL PHELPS CONSTRUCTION CO.EIN 84-0876644Plan #005PY 2022

420 SIXTH AVE. - GREELEY, CO 80631970-352-6565

Other plans on this EIN

2 filings

#060Retirement-$441.4M assets #070Retirement-$38.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$15.9M

-11.0% from 2016

Total participants

694

-20.0% from 2016

Average account balance

$22,892

+11.3% from 2016

Annual return

-13.80%

-3.43 pp from 2016

Benchmarks

See 1,393 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,393 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.28%

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

Top 1 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND8+ years Service code 13 · EIN 06-1050034	Contract Administrator	$34,380

Plan features & details

Pension benefit codes2E2J2F2G2T

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$33K

$70 / participant

Other / not subdivided$33K100.0%

% of EOY assets

0.210%

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: K FINANCIAL LLC
Auditor EIN: 760726945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,892

$106,236-78.5%

$112,270-79.6%

$64,829-64.7%

Participation rate

100.0%

71.7%+28.3pp

75.1%+24.9pp

71.5%+28.5pp

Annual return

-13.80%

-6.02%-7.8pp

27.49%-41.3pp

32.85%-46.7pp

Employer contribution / active EE

$3,629

$3,167+14.6%

$3,635-0.2%

$2,507+44.7%

Participant deferral / active EE

$3,786-100.0%

$4,729-100.0%

$4,312-100.0%

Admin fee / account holder

$48

$452-89.4%

$6,411-99.3%

$188-74.4%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND8+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$34,380

HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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