Retirement plan

BRIAN CONSTRUCTION CO. , INC. 401(K) PLAN

Name: BRIAN CONSTRUCTION CO., INC. - BRIAN CONSTRUCTION CO. , INC. 401(K) PLAN (2024) Form 5500
Creator: BRIAN CONSTRUCTION CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIAN CONSTRUCTION CO. , INC. 401(K) PLAN, BRIAN CONSTRUCTION CO., INC.

BRIAN CONSTRUCTION CO., INC.EIN 95-3327856Plan #001PY 2024

1656 E SIERRA MADRE CIRCLE - PLACENTIA, CA 92870714-632-8375brianreedconstruction.comLinkedIn1-10 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$142K

+82.5% from 2023

Total participants

-15.4% from 2023

Average account balance

$23,712

+82.5% from 2023

Annual return

12.37%

-22.89 pp from 2023

Benchmarks

See 54,805 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort54,805 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$142K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

54.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$188

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 codes2E2J2T3D2G2F

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$102 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.791%

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

$23,712

$110,379-78.5%

$102,412-76.8%

$145,884-83.7%

Participation rate

54.5%

77.9%-23.4pp

74.5%-20.0pp

80.3%-25.8pp

Annual return

12.37%

24.84%-12.5pp

24.94%-12.6pp

551.85%-539.5pp

Employer contribution / active EE

$4,216-100.0%

$3,870-100.0%

$4,662-100.0%

Participant deferral / active EE

$4,971

$5,622-11.6%

$5,060-1.8%

$6,690-25.7%

Admin fee / account holder

$188

$9,745-98.1%

$8,388-97.8%

$13,392-98.6%

BRIAN CONSTRUCTION CO. , INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIAN CONSTRUCTION CO. , 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