Retirement plan

ARCO DB COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: ARCO DB COMPANIES, INC. - ARCO DB COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: ARCO DB COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARCO DB COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, ARCO DB COMPANIES, INC.

ARCO DB COMPANIES, INC.EIN 84-4063625Plan #002PY 2024

8300 EAGER RD, STE 500 - BRENTWOOD, MO 63144314-963-0715

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$514.3M

-82.2% from 2020

Total participants

693

-38.7% from 2020

Average account balance

$813,721

-73.4% from 2020

Annual return

16.58%

-420.76 pp from 2020

Benchmarks

See 1,561 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,561 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$514.27M

Not enough data

1 years with asset history on file

Average account balance

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

$814K

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.

632

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.

90.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.95M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.58%

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

1 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 codes2Q3I

Plan features

2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$813,721

$83,023+880.1%

$102,437+694.4%

$77,762+946.4%

Participation rate

90.2%

71.5%+18.6pp

74.5%+15.7pp

70.6%+19.6pp

Annual return

16.58%

19.12%-2.5pp

24.95%-8.4pp

31.27%-14.7pp

Employer contribution / active EE

$9,586

$3,552+169.8%

$3,871+147.7%

$2,728+251.4%

Participant deferral / active EE

$4,110-100.0%

$5,060-100.0%

$4,651-100.0%

Admin fee / account holder

$639-100.0%

$8,388-100.0%

$433-100.0%

ARCO DB COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARCO DB COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion