Retirement plan

LOS ANGELES CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN

Name: LOS ANGELES CAPITAL MANAGEMENT - LOS ANGELES CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: LOS ANGELES CAPITAL MANAGEMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOS ANGELES CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN, LOS ANGELES CAPITAL MANAGEMENT

LOS ANGELES CAPITAL MANAGEMENTEIN 02-0541198Plan #001PY 2023

11150 SANTA MONICA BLVD., SUITE 200 - LOS ANGELES, CA 90025310-479-9998lacapm.comLinkedIn51-200 employeesinvestment management

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$56.5M

+26.3% from 2022

Total participants

126

+3.3% from 2022

Average account balance

$448,194

+22.3% from 2022

Annual return

19.63%

+36.32 pp from 2022

Benchmarks

See 7,179 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,179 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$65.26M

Not enough data

1 years with asset history on file

Average account balance

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

$514K

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.

127

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.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$42K

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

+15.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: HAYNIE AND COMPANY
Auditor EIN: 810325228
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$448,194

$125,758+256.4%

$169,993+163.7%

$75,163+496.3%

Participation rate

100.0%

83.6%+16.4pp

87.0%+13.0pp

67.2%+32.8pp

Annual return

19.63%

27.20%-7.6pp

53.37%-33.7pp

160.62%-141.0pp

Employer contribution / active EE

$23,546

$4,615+410.2%

$6,785+247.0%

$2,670+782.0%

Participant deferral / active EE

$13,305

$6,837+94.6%

$10,408+27.8%

$4,125+222.5%

Admin fee / account holder

$8,173-100.0%

$12,815-100.0%

$5,651-100.0%

LOS ANGELES CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LOS ANGELES CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion