Retirement plan

UNITED RIGGERS & ERECTORS, INC. 401(K) PLAN

Name: UNITED RIGGERS & ERECTORS, INC. - UNITED RIGGERS & ERECTORS, INC. 401(K) PLAN (2025) Form 5500
Creator: UNITED RIGGERS & ERECTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED RIGGERS & ERECTORS, INC. 401(K) PLAN, UNITED RIGGERS & ERECTORS, INC.

UNITED RIGGERS & ERECTORS, INC.EIN 95-2460887Plan #003PY 2025

4188 VALLEY BLVD - WALNUT, CA 917891446909-978-0400urenet.comLinkedIn51-200 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement-$7.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.6M

+12.7% from 2024

Total participants

+12.0% from 2024

Average account balance

$190,203

+8.0% from 2024

Annual return

13.39%

-1.78 pp from 2024

Benchmarks

See 44,465 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,465 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.56M

Not enough data

1 years with asset history on file

Average account balance

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

$190K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$169K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8151

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 codes2E2F2G2J2T3D

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.
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.
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

$196K

$8892 / participant

Other / not subdivided$196K100.0%

% of EOY assets

4.285%

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

$190,203

$111,535+70.5%

$105,223+80.8%

$137,256+38.6%

Participation rate

81.8%

78.1%+3.7pp

75.0%+6.8pp

80.0%+1.9pp

Annual return

13.39%

237.85%-224.5pp

180.65%-167.3pp

220.34%-207.0pp

Employer contribution / active EE

$2,297

$3,939-41.7%

$3,689-37.7%

$4,156-44.7%

Participant deferral / active EE

$5,373

$5,500-2.3%

$5,072+5.9%

$6,407-16.1%

Admin fee / account holder

$8,151

$9,721-16.2%

$8,859-8.0%

$12,270-33.6%

UNITED RIGGERS & ERECTORS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED RIGGERS & ERECTORS, INC. 401(K) 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