Retirement plan

SIMPSON, THACHER & BARTLETT LLP CASH OR DEFERRED PLAN FOR SENIOR COUNSEL, COUNSEL & ASSOCIATES

Name: SIMPSON THACHER & BARTLETT LLP - SIMPSON, THACHER & BARTLETT LLP CASH OR DEFERRED PLAN FOR SENIOR COUNSEL, COUNSEL & ASSOCIATES (2017) Form 5500
Creator: SIMPSON THACHER & BARTLETT LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIMPSON, THACHER & BARTLETT LLP CASH OR DEFERRED PLAN FOR SENIOR COUNSEL, COUNSEL & ASSOCIATES, SIMPSON THACHER & BARTLETT LLP

SIMPSON THACHER & BARTLETT LLPEIN 13-5395280Plan #004PY 2017

425 LEXINGTON AVENUE - NEW YORK, NY 10017212-455-2000stblaw.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

5 filings

#003Retirement-$265.0M assets #050Retirement-$152.9M assets #052Retirement-$103.9M assets #001Retirement-$60.1M assets #002Retirement-$5.3M assets

Prospect flagsLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$142M

+21.8% from 2016

Total participants

1,416

+1.2% from 2016

Average account balance

$116,899

+14.9% from 2016

Annual return

19.90%

+13.69 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$305.96M

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

1,872

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.

78.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21.49M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+20.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-46

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2K2R2T

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.
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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ANCHIN, BLOCK & ANCHIN LLP
Auditor EIN: 130436940
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$116,899

$155,795-25.0%

$136,294-14.2%

$69,631+67.9%

Participation rate

73.1%

75.2%-2.2pp

81.9%-8.9pp

70.7%+2.4pp

Annual return

19.90%

232464.33%-232444.4pp

5155.94%-5136.0pp

27571.02%-27551.1pp

Employer contribution / active EE

$2,991-100.0%

$4,695-100.0%

$2,032-100.0%

Participant deferral / active EE

$12,786

$5,394+137.1%

$6,247+104.7%

$3,224+296.6%

Admin fee / account holder

-$20

$128-115.5%

$9,243-100.2%

$110-118.0%

SIMPSON, THACHER & BARTLETT LLP CASH OR DEFERRED PLAN FOR SENIOR COUNSEL, COUNSEL & ASSOCIATES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIMPSON, THACHER & BARTLETT LLP CASH OR DEFERRED PLAN FOR SENIOR COUNSEL, COUNSEL & 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