Retirement plan

STRIDER CONSTRUCTION CO., INC. RETIREMENT PLAN

Name: STRIDER CONSTRUCTION CO., INC. - STRIDER CONSTRUCTION CO., INC. RETIREMENT PLAN (2024) Form 5500
Creator: STRIDER CONSTRUCTION CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRIDER CONSTRUCTION CO., INC. RETIREMENT PLAN, STRIDER CONSTRUCTION CO., INC.

STRIDER CONSTRUCTION CO., INC.EIN 91-1418799Plan #001PY 2024

4721 NORTHWEST DRIVE - BELLINGHAM, WA 98226360-380-1234striderconstruction.comLinkedIn51-200 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$18.9M

+16.3% from 2023

Total participants

150

+7.1% from 2023

Average account balance

$127,672

+7.6% from 2023

Annual return

16.21%

-5.40 pp from 2023

Benchmarks

See 18,562 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort18,562 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.90M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

148

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.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+16.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$186

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
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576	Claims processing; Custodial (other t...	$37,576
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009	Securities Custodian	$9,186

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$28K

$281 / participant

Contract admin$28K100.0%

% of EOY assets

0.146%

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: LARSON GROSS ASSURANCE, PLLC
Auditor EIN: 332373484
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$127,672

$81,457+56.7%

$103,378+23.5%

$80,911+57.8%

Participation rate

98.0%

66.8%+31.1pp

74.5%+23.5pp

67.6%+30.3pp

Annual return

16.21%

25.58%-9.4pp

24.91%-8.7pp

35.63%-19.4pp

Employer contribution / active EE

$7,018

$3,107+125.9%

$3,870+81.3%

$2,756+154.7%

Participant deferral / active EE

$8,603

$3,871+122.3%

$5,058+70.1%

$4,297+100.2%

Admin fee / account holder

$186

$6,717-97.2%

$8,401-97.8%

$6,935-97.3%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP6 years

Service code 12 · EIN 93-1253576

Claims processing; Custodial (other t...

$37,576

CHARLES SCHWAB & CO., INC.3 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 19 · EIN 42-1558009

Securities Custodian

$9,186

STRIDER CONSTRUCTION CO., INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRIDER CONSTRUCTION CO., 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