Retirement plan

WALTERS & WOLF CURTAIN WALL, LLC PROFIT SHARING 401(K) PLAN AND TRUST

Name: WALTERS & WOLF CURTAIN WALL, LLC - WALTERS & WOLF CURTAIN WALL, LLC PROFIT SHARING 401(K) PLAN AND TRUST (2017) Form 5500
Creator: WALTERS & WOLF CURTAIN WALL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALTERS & WOLF CURTAIN WALL, LLC PROFIT SHARING 401(K) PLAN AND TRUST, WALTERS & WOLF CURTAIN WALL, LLC

WALTERS & WOLF CURTAIN WALL, LLCEIN 91-2036895Plan #003PY 2017

41450 BOSCELL ROAD - FREMONT, CA 945383103510-490-1115

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.9M

+28.3% from 2016

Total participants

+6.1% from 2016

Average account balance

$282,158

+21.0% from 2016

Annual return

17.23%

+9.35 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-103.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2H2J2T3B3D3H

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$47K

$1574 / participant

Other / not subdivided$47K100.0%

% of EOY assets

0.478%

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

$282,158

$63,346+345.4%

$92,240+205.9%

$70,126+302.4%

Participation rate

100.0%

68.7%+31.3pp

76.5%+23.5pp

69.5%+30.5pp

Annual return

17.23%

530.19%-513.0pp

176.29%-159.1pp

73.15%-55.9pp

Employer contribution / active EE

$21,289

$2,471+761.5%

$3,680+478.6%

$2,343+808.8%

Participant deferral / active EE

$8,652

$2,854+203.2%

$3,897+122.0%

$3,332+159.7%

Admin fee / account holder

$1,349

$3,841-64.9%

$5,194-74.0%

$4,645-71.0%

WALTERS & WOLF CURTAIN WALL, LLC PROFIT SHARING 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALTERS & WOLF CURTAIN WALL, LLC PROFIT SHARING 401(K) PLAN AND TRUST

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