Retirement plan

PINEVIEW PLUMBING & HEATING INC RETIREMENT PLAN

Name: PINEVIEW PLUMBING & HEATING INC - PINEVIEW PLUMBING & HEATING INC RETIREMENT PLAN (2025) Form 5500
Creator: PINEVIEW PLUMBING & HEATING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PINEVIEW PLUMBING & HEATING INC RETIREMENT PLAN, PINEVIEW PLUMBING & HEATING INC

PINEVIEW PLUMBING & HEATING INCEIN 87-0548457Plan #001PY 2025

3068 N 750 E - LAYTON, UT 84041801-725-7740LinkedIn1-10 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

-23.1% from 2024

Total participants

0.0% from 2024

Average account balance

$205,325

-10.2% from 2024

Annual return

14.11%

+14.11 pp from 2024

Benchmarks

See 24,949 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort24,949 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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

$144K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+14.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$123216

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 codes2E2F2G2J2T3D

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.
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

$739K

$123216 / participant

Other / not subdivided$739K100.0%

% of EOY assets

60.010%

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

$205,325

$129,737+58.3%

$119,126+72.4%

$154,746+32.7%

Participation rate

83.3%

78.9%+4.5pp

75.8%+7.6pp

80.7%+2.6pp

Annual return

14.11%

379.08%-365.0pp

282.11%-268.0pp

172.34%-158.2pp

Employer contribution / active EE

$2,787

$4,375-36.3%

$4,034-30.9%

$4,379-36.4%

Participant deferral / active EE

$21,229

$5,842+263.4%

$5,318+299.2%

$6,730+215.4%

Admin fee / account holder

$123,216

$11,961+930.2%

$10,693+1052.3%

$14,365+757.7%

PINEVIEW PLUMBING & HEATING INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PINEVIEW PLUMBING & HEATING INC RETIREMENT 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