Retirement plan

HOLZMUELLER CORPORATION RETIREMENT AND SAVINGS PLAN

Name: HOLZMUELLER CORPORATION - HOLZMUELLER CORPORATION RETIREMENT AND SAVINGS PLAN (2024) Form 5500
Creator: HOLZMUELLER CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLZMUELLER CORPORATION RETIREMENT AND SAVINGS PLAN, HOLZMUELLER CORPORATION

HOLZMUELLER CORPORATIONEIN 94-2261580Plan #002PY 2024

1050 25TH STREET - SAN FRANCISCO, CA 94107415-826-8383holzmueller.comLinkedIn11-50 employeesevents services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$390K

-19.3% from 2023

Total participants

-22.2% from 2023

Average account balance

$77,966

-3.1% from 2023

Annual return

11.27%

+1.16 pp from 2023

Benchmarks

See 54,761 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,761 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$390K

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41926

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 codes2E2F2G2J3D

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.
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

$210K

$29947 / participant

Other / not subdivided$210K100.0%

% of EOY assets

53.774%

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

$77,966

$110,410-29.4%

$102,437-23.9%

$145,897-46.6%

Participation rate

71.4%

77.9%-6.5pp

74.5%-3.1pp

80.3%-8.9pp

Annual return

11.27%

24.85%-13.6pp

24.95%-13.7pp

552.29%-541.0pp

Employer contribution / active EE

$2,365

$4,217-43.9%

$3,871-38.9%

$4,663-49.3%

Participant deferral / active EE

$6,506

$5,622+15.7%

$5,060+28.6%

$6,689-2.7%

Admin fee / account holder

$41,926

$9,745+330.2%

$8,388+399.8%

$13,390+213.1%

HOLZMUELLER CORPORATION RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOLZMUELLER CORPORATION RETIREMENT AND SAVINGS 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