Retirement plan

TRINCHERO CONSTRUCTION, INC. 401K PROFIT SHARING PLAN

Name: TRINCHERO CONSTRUCTION, INC. - TRINCHERO CONSTRUCTION, INC. 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: TRINCHERO CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRINCHERO CONSTRUCTION, INC. 401K PROFIT SHARING PLAN, TRINCHERO CONSTRUCTION, INC.

TRINCHERO CONSTRUCTION, INC.EIN 94-2710786Plan #001PY 2018

12860 SYCAMORE AVENUE - SAN MARTIN, CA 950469531408-683-2503trincheroconstruction.comLinkedIn1-10 employeesbanking

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.8M

+8.4% from 2017

Total participants

+6.4% from 2017

Average account balance

$115,232

+1.9% from 2017

Annual return

-0.29%

-9.20 pp from 2017

Benchmarks

See 15,016 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,016 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.38M

Not enough data

1 years with asset history on file

Average account balance

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

$195K

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.

110.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$588K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+8.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5359

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$76K

$1735 / participant

Other / not subdivided$76K100.0%

% of EOY assets

1.325%

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

$115,232

$57,352+100.9%

$83,830+37.5%

$64,173+79.6%

Participation rate

100.0%

68.6%+31.4pp

76.1%+23.9pp

69.6%+30.4pp

Annual return

-0.29%

11.38%-11.7pp

850.97%-851.3pp

7.63%-7.9pp

Employer contribution / active EE

$6,939

$2,546+172.6%

$3,631+91.1%

$2,381+191.5%

Participant deferral / active EE

$4,257

$2,993+42.2%

$4,082+4.3%

$3,470+22.7%

Admin fee / account holder

$1,527

$4,046-62.3%

$5,479-72.1%

$4,887-68.8%

TRINCHERO CONSTRUCTION, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRINCHERO CONSTRUCTION, INC. 401K PROFIT SHARING 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