Retirement plan

W.A. RASIC CONSTRUCTION CO., INC. EMPLOYEES' PROFIT SHARING PLAN

Name: W.A. RASIC CONSTRUCTION CO., INC. - W.A. RASIC CONSTRUCTION CO., INC. EMPLOYEES' PROFIT SHARING PLAN (2016) Form 5500
Creator: W.A. RASIC CONSTRUCTION CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W.A. RASIC CONSTRUCTION CO., INC. EMPLOYEES' PROFIT SHARING PLAN, W.A. RASIC CONSTRUCTION CO., INC.

W.A. RASIC CONSTRUCTION CO., INC.EIN 95-3276974Plan #001PY 2016

4150 LONG BEACH BLVD. - LONG BEACH, CA 90807562-928-6111warasic.comLinkedIn501-1000 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$8.6M

No prior year

Total participants

119

No prior year

Average account balance

$72,394

No prior year

Annual return

2.59%

No prior year

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.30M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

124

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.

119.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.94M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+1.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12649

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 codes2E2F2H2J2R3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$33K

$403 / participant

Other / not subdivided$33K100.0%

% of EOY assets

0.379%

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

$72,394

$56,894+27.2%

$84,753-14.6%

$62,881+15.1%

Participation rate

100.0%

68.5%+31.5pp

76.6%+23.4pp

69.3%+30.7pp

Annual return

2.59%

6.30%-3.7pp

22.78%-20.2pp

20.14%-17.6pp

Employer contribution / active EE

$9,482

$2,400+295.1%

$3,574+165.3%

$2,281+315.7%

Participant deferral / active EE

$5,027

$2,709+85.6%

$3,712+35.4%

$3,203+56.9%

Admin fee / account holder

$274

$3,581-92.3%

$5,333-94.9%

$4,296-93.6%

W.A. RASIC CONSTRUCTION CO., INC. EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

W.A. RASIC CONSTRUCTION CO., INC. EMPLOYEES' 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