Retirement plan

LINKLATERS LLP 401(K) PLAN FOR ASSOCIATES

Name: LINKLATERS LLP - LINKLATERS LLP 401(K) PLAN FOR ASSOCIATES (2023) Form 5500
Creator: LINKLATERS LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LINKLATERS LLP 401(K) PLAN FOR ASSOCIATES, LINKLATERS LLP

LINKLATERS LLPEIN 13-2733177Plan #003PY 2023

1290 AVENUE OF THE AMERICAS - NEW YORK, NY 10104212-903-9000

Other plans on this EIN

2 filings

#002Retirement-$76.2M assets #006Retirement-$11.8M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$31M

+18.9% from 2022

Total participants

298

+5.7% from 2022

Average account balance

$106,516

+10.8% from 2022

Annual return

19.75%

+41.47 pp from 2022

Benchmarks

See 6,231 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,231 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$37.32M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

302

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.

93.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.97M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+18.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$126

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY GLOBAL Service code 28 · EIN 26-4310632	Investment Management	$28,714
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$35K

$237 / participant

Recordkeeping$1500.4%
Investment mgmt$32K93.0%
Contract admin$2K6.6%

% of EOY assets

0.113%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CROWE LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$106,516

$91,439+16.5%

$135,974-21.7%

$71,511+49.0%

Participation rate

95.2%

75.7%+19.6pp

81.9%+13.3pp

67.9%+27.3pp

Annual return

19.75%

29.90%-10.2pp

68.30%-48.6pp

28.86%-9.1pp

Employer contribution / active EE

$3,705-100.0%

$4,859-100.0%

$2,589-100.0%

Participant deferral / active EE

$17,494

$7,093+146.6%

$7,760+125.4%

$4,291+307.7%

Admin fee / account holder

$120

$1,267-90.5%

$10,767-98.9%

$1,588-92.4%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY GLOBAL

Service code 28 · EIN 26-4310632

Investment Management

$28,714

CHARLES SCHWAB & CO., INC.9+ years

Service code 59 · EIN 94-1737782

Shareholder Servicing

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL

Service code 59

Shareholder Servicing

LINKLATERS LLP 401(K) PLAN FOR ASSOCIATES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LINKLATERS LLP 401(K) PLAN FOR ASSOCIATES

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