Retirement plan

CALPORTLAND MONEY PURCHASE PENSION PLAN FOR HOURLY EMPLOYEES

Name: GLACIER NORTHWEST, INC. - CALPORTLAND MONEY PURCHASE PENSION PLAN FOR HOURLY EMPLOYEES (2024) Form 5500
Creator: GLACIER NORTHWEST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALPORTLAND MONEY PURCHASE PENSION PLAN FOR HOURLY EMPLOYEES, GLACIER NORTHWEST, INC.

GLACIER NORTHWEST, INC.EIN 91-1518360Plan #003PY 2024

10655 PARK RUN DR., SUITE 275 - LAS VEGAS, CA 89144626-852-6200

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$56.2M

+12.7% from 2023

Total participants

1,049

-11.3% from 2023

Average account balance

$53,672

+17.6% from 2023

Annual return

9.72%

-2.68 pp from 2023

Benchmarks

See 1,563 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,563 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$56.25M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

1,048

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.

99.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48

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
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930	Recordkeeping	$35,547
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INSTMTS INSTTTNL OPS LLC Service code 64 · EIN 04-2647786	Recordkeeping Fees	$15,011
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$214

Plan features & details

Pension benefit codes2C2F2G3H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$51K

$62 / participant

Recordkeeping$51K99.6%
Investment mgmt$2140.4%

% of EOY assets

0.090%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WINDES, INC.
Auditor EIN: 953001179
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,672

$82,972-35.3%

$103,374-48.1%

$77,671-30.9%

Participation rate

99.9%

71.5%+28.4pp

74.5%+25.4pp

70.6%+29.3pp

Annual return

9.72%

19.14%-9.4pp

24.89%-15.2pp

31.21%-21.5pp

Employer contribution / active EE

$7,430

$3,554+109.0%

$3,869+92.0%

$2,726+172.5%

Participant deferral / active EE

$4,108-100.0%

$5,058-100.0%

$4,648-100.0%

Admin fee / account holder

$48

$639-92.4%

$8,394-99.4%

$430-88.7%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD GROUP, INC

Service code 15 · EIN 23-1945930

Recordkeeping

$35,547

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INSTMTS INSTTTNL OPS LLC

Service code 64 · EIN 04-2647786

Recordkeeping Fees

$15,011

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$214

CALPORTLAND MONEY PURCHASE PENSION PLAN FOR HOURLY EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALPORTLAND MONEY PURCHASE PENSION PLAN FOR HOURLY EMPLOYEES

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