Retirement plan

TUCHMAN, WEISS, LIEBMAN & LINDEMANN, LLP 401(K) PLAN

Name: TUCHMAN, WEISS, LIEBMAN & LINDEM - TUCHMAN, WEISS, LIEBMAN & LINDEMANN, LLP 401(K) PLAN (2025) Form 5500
Creator: TUCHMAN, WEISS, LIEBMAN & LINDEM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TUCHMAN, WEISS, LIEBMAN & LINDEMANN, LLP 401(K) PLAN, TUCHMAN, WEISS, LIEBMAN & LINDEM

TUCHMAN, WEISS, LIEBMAN & LINDEMEIN 13-1655049Plan #002PY 2025

THE FRED F. FRENCH BUILDING, 551 FIFTH AVE., SUITE 2030 - NEW YORK, NY 10176212-687-3747

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.5M

-5.4% from 2024

Total participants

-5.6% from 2024

Average account balance

$218,321

+6.4% from 2024

Annual return

6.38%

-5.60 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.49M

Not enough data

1 years with asset history on file

Average account balance

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

$218K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$336K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+6.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48397

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$774K

$55311 / participant

Other / not subdivided$774K100.0%

% of EOY assets

22.168%

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

$218,321

$156,398+39.6%

$147,318+48.2%

$138,895+57.2%

Participation rate

92.9%

83.8%+9.1pp

82.1%+10.8pp

79.9%+12.9pp

Annual return

6.38%

78.75%-72.4pp

70.43%-64.0pp

145.39%-139.0pp

Employer contribution / active EE

$9,353

$4,853+92.7%

$4,593+103.6%

$4,194+123.0%

Participant deferral / active EE

$14,620

$8,237+77.5%

$7,906+84.9%

$6,396+128.6%

Admin fee / account holder

$48,397

$14,976+223.2%

$13,708+253.1%

$12,562+285.3%

TUCHMAN, WEISS, LIEBMAN & LINDEMANN, LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TUCHMAN, WEISS, LIEBMAN & LINDEMANN, LLP 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