Retirement plan

SELLEN CONSTRUCTION CO., INC. 401(K) AND WEALTHBUILDER RETIREMENT PLAN

Name: SELLEN CONSTRUCTION CO., INC. - SELLEN CONSTRUCTION CO., INC. 401(K) AND WEALTHBUILDER RETIREMENT PLAN (2025) Form 5500
Creator: SELLEN CONSTRUCTION CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SELLEN CONSTRUCTION CO., INC. 401(K) AND WEALTHBUILDER RETIREMENT PLAN, SELLEN CONSTRUCTION CO., INC.

SELLEN CONSTRUCTION CO., INC.EIN 91-0592890Plan #008PY 2025

227 WESTLAKE AVE. N.,, P.O. BOX 9970 - SEATTLE, WA 981090970206-682-7770sellen.comLinkedIn501-1000 employeesconstruction

Prospect flagsHigh feesHigh assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$111M

+11.9% from 2024

Total participants

345

-3.1% from 2024

Average account balance

$339,441

+17.8% from 2024

Annual return

15.12%

+0.89 pp from 2024

Benchmarks

See 1,499 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort1,499 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$111.00M

Not enough data

1 years with asset history on file

Average account balance

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

$339K

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.

327

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.

89.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+15.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$353

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 3 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC8 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086	Consulting	$70,654
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231	Recordkeeping	$26,378
SABEY CPA, PLLC6 years Filed as: SABEY CPA PLLC Service code 10 PO BOX 53 · MERCER ISLAND, WA 98040	Accounting	$18,300

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$115K

$663 / participant

Recordkeeping$26K22.9%
Other / not subdivided$89K77.1%

% of EOY assets

0.104%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SABEY CPA, LLC
Auditor EIN: 832111556
Audit fees: $18,300
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$339,441

$83,369+307.2%

$105,223+222.6%

$67,986+399.3%

Participation rate

89.7%

56.3%+33.4pp

75.0%+14.6pp

57.2%+32.4pp

Annual return

15.12%

24.64%-9.5pp

180.65%-165.5pp

31.67%-16.5pp

Employer contribution / active EE

$13,423

$2,541+428.3%

$3,689+263.9%

$2,019+564.9%

Participant deferral / active EE

$14,897

$3,295+352.1%

$5,072+193.7%

$3,358+343.6%

Admin fee / account holder

$353

$4,073-91.3%

$8,859-96.0%

$3,203-89.0%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC8 years

Filed as: UBS

Service code 16

1000 HARBOR BLVD · WEHAWKEN, NJ 07086

Consulting

$70,654

T ROWE PRICE RPS INC11+ years

Service code 15

1307 POINT STREET · BALTIMORE, MD 21231

Recordkeeping

$26,378

SABEY CPA, PLLC6 years

Filed as: SABEY CPA PLLC

Service code 10

PO BOX 53 · MERCER ISLAND, WA 98040

Accounting

$18,300

SELLEN CONSTRUCTION CO., INC. 401(K) AND WEALTHBUILDER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SELLEN CONSTRUCTION CO., INC. 401(K) AND WEALTHBUILDER 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