Retirement plan

THE ANDERSON KILL P.C. PROFIT SHARING PLAN

Name: ANDERSON KILL P.C. - THE ANDERSON KILL P.C. PROFIT SHARING PLAN (2024) Form 5500
Creator: ANDERSON KILL P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ANDERSON KILL P.C. PROFIT SHARING PLAN, ANDERSON KILL P.C.

ANDERSON KILL P.C.EIN 13-2743351Plan #002PY 2024

7 TIMES SQUARE, 15TH FLOOR - NEW YORK, NY 10036212-278-1000andersonkill.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh assets / participantFailed to transmit contributions

Top hat statement on fileNQDC

Filed December 30, 1992

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)

$101.9M

+16.0% from 2023

Total participants

247

-12.7% from 2023

Average account balance

$442,991

+39.2% from 2023

Annual return

16.29%

-3.51 pp from 2023

Benchmarks

See 6,278 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,278 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$101.89M

Not enough data

1 years with asset history on file

Average account balance

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

$443K

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.

230

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.

86.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.36M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+16.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$242

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 5 by compensation

Provider	Service type	Compensation
FIDUCIENT ADVISORS LLC4 years Service code 16 · EIN 36-4001764	Consulting	$28,279
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 16 · EIN 06-1053228	Consulting	$18,640
ROBERTS & HOLLAND1 year Filed as: ROBERTS & HOLLAND LLP Service code 29 · EIN 13-1833405	Legal	$12,403
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$9,293
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	-$12,554

Plan features & details

Pension benefit codes2E2G2J2K2R2S2A2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$56K

$441 / participant

Investment mgmt$9K16.7%
Legal$12K22.3%
Other / not subdivided$34K61.0%

% of EOY assets

0.055%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WITHUMSMITHBROWN PC
Auditor EIN: 222027092
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$442,991

$101,672+335.7%

$147,117+201.1%

$74,478+494.8%

Participation rate

86.5%

75.5%+11.0pp

82.2%+4.3pp

67.2%+19.3pp

Annual return

16.29%

8757.83%-8741.5pp

420.54%-404.2pp

1370.56%-1354.3pp

Employer contribution / active EE

$12,263

$3,813+221.6%

$4,932+148.6%

$2,626+366.9%

Participant deferral / active EE

$14,416

$7,305+97.4%

$8,065+78.8%

$4,350+231.4%

Admin fee / account holder

$242

$1,753-86.2%

$12,993-98.1%

$1,946-87.6%

Provider

Service type

Compensation

FIDUCIENT ADVISORS LLC4 years

Service code 16 · EIN 36-4001764

Consulting

$28,279

USI CONSULTING GROUP2 years

Filed as: USI CONSULTING GROUP, INC.

Service code 16 · EIN 06-1053228

Consulting

$18,640

ROBERTS & HOLLAND1 year

Filed as: ROBERTS & HOLLAND LLP

Service code 29 · EIN 13-1833405

Legal

$12,403

STRATEGIC ADVISORS, INC.10+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$9,293

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

-$12,554

THE ANDERSON KILL P.C. PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ANDERSON KILL P.C. PROFIT SHARING 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