Retirement plan

HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST

Name: HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST - HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST, HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST

HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUSTEIN 93-0902601Plan #001PY 2024

P.O. BOX 458 - PILOT ROCK, OR 97868541-443-7401

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+13.7% from 2023

Total participants

-11.1% from 2023

Average account balance

$156,245

+28.0% from 2023

Annual return

23.90%

+7.85 pp from 2023

Benchmarks

See 54,852 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,852 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$217K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22422

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$143K

$20424 / participant

Other / not subdivided$143K100.0%

% of EOY assets

11.438%

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

$156,245

$110,337+41.6%

$102,383+52.6%

$145,877+7.1%

Participation rate

100.0%

77.9%+22.1pp

74.5%+25.5pp

80.3%+19.7pp

Annual return

23.90%

24.83%-0.9pp

24.94%-1.0pp

551.28%-527.4pp

Employer contribution / active EE

$1,581

$4,216-62.5%

$3,870-59.1%

$4,663-66.1%

Participant deferral / active EE

$2,900

$5,621-48.4%

$5,060-42.7%

$6,691-56.7%

Admin fee / account holder

$17,871

$9,750+83.3%

$8,391+113.0%

$13,402+33.3%

HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HATLEY CONSTRUCTION INC. 401K PROFIT SHARING PLAN & 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