Retirement plan

CONCRETE CORING COMPANY RETIREMENT SAVINGS PLAN

Name: TED W. PAGE ENTERPRISES, INC. DBA CONCRETE CORING COMPANY - CONCRETE CORING COMPANY RETIREMENT SAVINGS PLAN (2021) Form 5500
Creator: TED W. PAGE ENTERPRISES, INC. DBA CONCRETE CORING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONCRETE CORING COMPANY RETIREMENT SAVINGS PLAN, TED W. PAGE ENTERPRISES, INC. DBA CONCRETE CORING COMPANY

TED W. PAGE ENTERPRISES, INC. DBA CONCRETE CORING COMPANYEIN 95-3139575Plan #002PY 2021

14005 ORANGE AVENUE - PARAMOUNT, CA 90703562-634-4021

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$805K

+18.5% from 2020

Total participants

+5.9% from 2020

Average account balance

$50,338

+3.7% from 2020

Annual return

12.55%

+4.28 pp from 2020

Benchmarks

See 44,719 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,719 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.37M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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

$82K

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

+13.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$411

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$198 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.392%

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

$50,338

$124,298-59.5%

$109,152-53.9%

$167,497-69.9%

Participation rate

87.5%

79.4%+8.1pp

75.9%+11.6pp

82.1%+5.4pp

Annual return

12.55%

26.04%-13.5pp

25.75%-13.2pp

478.62%-466.1pp

Employer contribution / active EE

$4,208-100.0%

$3,722-100.0%

$4,838-100.0%

Participant deferral / active EE

$2,532

$5,256-51.8%

$4,653-45.6%

$6,341-60.1%

Admin fee / account holder

$198

$7,971-97.5%

$6,753-97.1%

$12,310-98.4%

CONCRETE CORING COMPANY RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONCRETE CORING COMPANY RETIREMENT 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