Retirement plan

INTRAWEST 401(K) RETIREMENT PLAN

Name: INTRAWEST U.S. HOLDINGS, INC. - INTRAWEST 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: INTRAWEST U.S. HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTRAWEST 401(K) RETIREMENT PLAN, INTRAWEST U.S. HOLDINGS, INC.

INTRAWEST U.S. HOLDINGS, INC.EIN 91-1616891Plan #001PY 2017

1621 18TH STREET, SUITE 300 - DENVER, CO 80202303-749-8200alterramtnco.comLinkedIn10001+ employeeshospitality

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed November 9, 2023 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

3501 Wazee Street, Suite 400

Denver, CO 80216

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (1)

Alterra Mountain Company U.S. Inc. Deferred Compensation21 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$77.3M

-5.3% from 2016

Total participants

1,452

+217.3% from 2016

Average account balance

$55,904

-100.0% from 2016

Annual return

17.58%

-8.59 pp from 2016

Benchmarks

See 132 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants1,000-4,999

Cohort132 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$365.84M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

7,238

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.

27.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+18.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$70

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 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$125,595

Plan features & details

Pension benefit codes2F2G2J2K3H

Plan features

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$126K

$125 / participant

Other / not subdivided$126K100.0%

% of EOY assets

0.162%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: EIDE BAILLY
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,904

$52,149+7.2%

$122,354-54.3%

$77,958-28.3%

Participation rate

93.1%

58.6%+34.6pp

71.6%+21.5pp

Annual return

17.58%

17.75%-0.2pp

30.28%-12.7pp

20.87%-3.3pp

Employer contribution / active EE

$617

$1,750-64.7%

$4,051-84.8%

$2,310-73.3%

Participant deferral / active EE

$3,618

$2,114+71.1%

$3,287+10.1%

$3,537+2.3%

Admin fee / account holder

$91

$93-2.6%

$5,479-98.3%

$97-6.8%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2 years

Filed as: VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$125,595

INTRAWEST 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTRAWEST 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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