Retirement plan

RETIREMENT PLAN FOR PARALEGALS AND PARTNERS OF CURTIS,MALLET-PREVOST, COLT & MOSLE LLP

Name: CURTIS, MALLET-PREVOST, COLT & MOSLE LLP - RETIREMENT PLAN FOR PARALEGALS AND PARTNERS OF CURTIS,MALLET-PREVOST, COLT & MOSLE LLP (2024) Form 5500
Creator: CURTIS, MALLET-PREVOST, COLT & MOSLE LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT PLAN FOR PARALEGALS AND PARTNERS OF CURTIS,MALLET-PREVOST, COLT & MOSLE LLP, CURTIS, MALLET-PREVOST, COLT & MOSLE LLP

CURTIS, MALLET-PREVOST, COLT & MOSLE LLPEIN 13-5018900Plan #002PY 2024

101 PARK AVENUE 35TH FLOOR - NEW YORK, NY 101780061212-696-6000curtis.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

2 filings

#003Retirement-$86.9M assets #001Retirement-$60.4M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$132.1M

+19.9% from 2023

Total participants

-4.0% from 2023

Average account balance

$1,390,199

+23.7% from 2023

Annual return

19.41%

-1.59 pp from 2023

Benchmarks

See 28,896 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,896 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$132.07M

Not enough data

1 years with asset history on file

Average account balance

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

$1.4M

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.

163.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.71M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+19.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12970

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 codes2F2C2G3B3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.2M

$21243 / participant

Other / not subdivided$1M100.0%

% of EOY assets

0.933%

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

$1,390,199

$102,393+1257.7%

$147,041+845.4%

$80,911+1618.2%

Participation rate

100.0%

75.9%+24.1pp

82.2%+17.8pp

67.6%+32.4pp

Annual return

19.41%

134.95%-115.5pp

419.21%-399.8pp

35.63%-16.2pp

Employer contribution / active EE

$29,535

$3,715+695.0%

$4,935+498.5%

$2,756+971.7%

Participant deferral / active EE

$6,647-100.0%

$8,071-100.0%

$4,297-100.0%

Admin fee / account holder

$12,970

$7,943+63.3%

$13,006-0.3%

$6,935+87.0%

RETIREMENT PLAN FOR PARALEGALS AND PARTNERS OF CURTIS,MALLET-PREVOST, COLT & MOSLE LLP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT PLAN FOR PARALEGALS AND PARTNERS OF CURTIS,MALLET-PREVOST, COLT & MOSLE LLP

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