Retirement plan

ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN

Name: THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK - ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN (2022) Form 5500
Creator: THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN, THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK

THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORKEIN 13-0453095Plan #002PY 2022

42 WEST 44TH STREET - NEW YORK, NY 100366690212-382-6640LinkedIn51-200 employeesmotion pictures and film

Other plans on this EIN

1 filing

#001Retirement-$5.6M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed September 21, 1992 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$21M

-17.4% from 2021

Total participants

210

-15.7% from 2021

Average account balance

$102,308

-0.9% from 2021

Annual return

-14.07%

-26.48 pp from 2021

Benchmarks

See 1,742 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,742 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.98M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

216

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.

89.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.36M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$281

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
TIAA7 years Service code 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206	Direct Payment	$28,354
SECURIAN FINANCIAL SERVICES INC6 years Filed as: SECURIAN FINANCIAL SERVICES Service code 27 · EIN 41-1486060 PS 13845 401 N ROBERT STREET · SAINT PAUL, MN 551012005	Advisory (Plan)	$25,271

Plan features & details

Pension benefit codes2E2F2G2J2K3D2M

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

$54K

$497 / participant

Contract admin$54K100.0%

% of EOY assets

0.256%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 871363769
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$102,308

$51,223+99.7%

$82,763+23.6%

$66,949+52.8%

Participation rate

95.4%

67.9%+27.5pp

72.6%+22.8pp

69.8%+25.5pp

Annual return

-14.07%

-9.85%-4.2pp

702.45%-716.5pp

1.57%-15.6pp

Employer contribution / active EE

$2,262

$2,611-13.3%

$3,008-24.8%

$2,545-11.1%

Participant deferral / active EE

$9,269

$3,460+167.9%

$4,395+110.9%

$4,239+118.6%

Admin fee / account holder

$262

$415-37.0%

$5,325-95.1%

$594-55.9%

Provider

Service type

Compensation

TIAA7 years

Service code 50 · EIN 13-1624203

730 THIRD AVENUE · NEW YORK, NY 100173206

Direct Payment

$28,354

SECURIAN FINANCIAL SERVICES INC6 years

Filed as: SECURIAN FINANCIAL SERVICES

Service code 27 · EIN 41-1486060

PS 13845 401 N ROBERT STREET · SAINT PAUL, MN 551012005

Advisory (Plan)

$25,271

ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN

Top hat statement on fileNQDC

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