Retirement plan

THE RESTATED ANDERSON KILL P.C. PROFIT SHARING PLAN

Name: ANDERSON KILL P.C. - THE RESTATED ANDERSON KILL P.C. PROFIT SHARING PLAN (2021) Form 5500
Creator: ANDERSON KILL P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE RESTATED ANDERSON KILL P.C. PROFIT SHARING PLAN, ANDERSON KILL P.C.

ANDERSON KILL P.C.EIN 13-2743351Plan #002PY 2021

1251 AVENUE OF THE AMERICAS - NEW YORK, NY 10020212-278-1000andersonkill.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh assets / participant

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)

$90.5M

+3.9% from 2020

Total participants

277

-3.1% from 2020

Average account balance

$335,284

+7.0% from 2020

Annual return

14.61%

-0.46 pp from 2020

Benchmarks

See 5,715 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,715 peers

Snapshot2021

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 7 by compensation

Provider	Service type	Compensation
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764	Consulting	$27,163
DIMEO SCHNEIDER & ASSOCIATES LLC1 year Filed as: CLOSED DLR-FIDUCIARY INVESTMENT Service code 27 · EIN 20-4751585	Advisory (Plan)	$17,624
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVES INST OPERATIONS CO. Service code 37 · EIN 04-2647786	Loan Processing	$6,430
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$2,806
FIDELITY INVESTMENTS INSTITUTIONAL7+ years Filed as: FIDELITY INVEST INS OPERATIONS CO. Service code 60	Sub-TA Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL7+ years Filed as: FIDELITY INVEST INST OPERATIONS CO. Service code 60	Sub-TA Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL7+ years Filed as: FIDELITY INVEST. INST'L OPERATIONS Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2G2J2K2R3B3H

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$36K

$308 / participant

Investment mgmt$30K82.3%
Other / not subdivided$6K17.7%

% of EOY assets

0.040%

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: ANCHIN BLOCK AND ANCHIN LLP
Auditor EIN: 130439640
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$335,284

$104,479+220.9%

$159,474+110.2%

$79,391+322.3%

Participation rate

94.1%

76.6%+17.4pp

82.8%+11.2pp

70.7%+23.4pp

Annual return

14.61%

67.98%-53.4pp

263.68%-249.1pp

116.88%-102.3pp

Employer contribution / active EE

$9,648

$3,417+182.3%

$4,831+99.7%

$2,428+297.4%

Participant deferral / active EE

$11,967

$6,468+85.0%

$7,353+62.7%

$4,046+195.8%

Admin fee / account holder

$135

$711-81.0%

$10,802-98.8%

$627-78.5%

Provider

Service type

Compensation

FIDUCIENT ADVISORS LLC1 year

Service code 16 · EIN 36-4001764

Consulting

$27,163

DIMEO SCHNEIDER & ASSOCIATES LLC1 year

Filed as: CLOSED DLR-FIDUCIARY INVESTMENT

Service code 27 · EIN 20-4751585

Advisory (Plan)

$17,624

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVES INST OPERATIONS CO.

Service code 37 · EIN 04-2647786

Loan Processing

$6,430

STRATEGIC ADVISORS, INC.7+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$2,806

FIDELITY INVESTMENTS INSTITUTIONAL7+ years

Filed as: FIDELITY INVEST INS OPERATIONS CO.

Service code 60

Sub-TA Fees

FIDELITY INVESTMENTS INSTITUTIONAL7+ years

Filed as: FIDELITY INVEST INST OPERATIONS CO.

Service code 60

Sub-TA Fees

FIDELITY INVESTMENTS INSTITUTIONAL7+ years

Filed as: FIDELITY INVEST. INST'L OPERATIONS

Service code 60

Sub-TA Fees

THE RESTATED 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 RESTATED 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