Caddell Construction Co. (De), Llc

76
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
76
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (45)
Average in Peer Group (76)
Highest in Peer Group (92)

Plan Description

Caddell Construction Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances and Participation Rate. Caddell Construction Retirement Plan currently has over 300 active participants and over $40.8M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (76) and the top rated plan (92) could equate to:
12
Additional years of work
71,102
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2700 Lagoon Park Drive
  • Location
    Montgomery , AL
  • 36109-0000
  • Industry
    Construction
  • Administrator
    Michael Ranieri
  • Net Plan Assets
    $40,800,000
  • Total Participants
    360
  • Avg Account Balance
    $110,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Great

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Above Average

Peer Group Plans

Company Rating
Environmental Chemical 83.6
Bernards Bros. 77.7
Quandel Enterprises 74.5
The Robins & Morton Group 73.1
Fischer Management 72.2
Fagen 65.6
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

25

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 20%
26%
BMO Stable Principal Fund 12%
N/A
Dreyfus S&P 500 Index 12%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
MetLife
Insurance Carrier
New York Life
Investment Adviser
CAPTRUST Financial Advisors
Recordkeeper
OneAmerica Securities, Inc.
Corporate Trustee
BMO Harris Bank, N.A.
Auditor
Carr, Riggs & Ingram Capital Advisors, LLC

Articles and Questions

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