Retirement plan

CAHILL GORDON & REINDEL LLP 401(K) PLAN

Name: CAHILL GORDON & REINDEL LLP - CAHILL GORDON & REINDEL LLP 401(K) PLAN (2021) Form 5500
Creator: CAHILL GORDON & REINDEL LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAHILL GORDON & REINDEL LLP 401(K) PLAN, CAHILL GORDON & REINDEL LLP

CAHILL GORDON & REINDEL LLPEIN 13-5510029Plan #033PY 2021

32 OLD SLIP - NEW YORK CITY, NY 10005212-701-3000cahill.comLinkedIn501-1000 employeeslaw practice

Other plans on this EIN

2 filings

#048Retirement-$110.6M assets #001Retirement-$37.4M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$170.9M

-7.6% from 2017

Total participants

757

-3.1% from 2017

Average account balance

$238,705

-8.0% from 2017

Annual return

29.60%

-13.77 pp from 2017

Benchmarks

See 2,991 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,991 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$196.73M

Not enough data

1 years with asset history on file

Average account balance

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

$267K

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.

736

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84

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 2 by compensation

Provider	Service type	Compensation
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324	Accounting	$39,500
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$18,308

Plan features & details

Pension benefit codes2G2J2T3B3F2E3D2F2R

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.
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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$57K

$140 / participant

Other / not subdivided$57K100.0%

% of EOY assets

0.034%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PRICEWATERHOUSECOOPERS LLP
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$238,705

$104,336+128.8%

$159,495+49.7%

$86,828+174.9%

Participation rate

90.0%

77.7%+12.3pp

82.8%+7.2pp

72.3%+17.7pp

Annual return

29.60%

26.32%+3.3pp

263.72%-234.1pp

97.95%-68.3pp

Employer contribution / active EE

$2,008

$3,451-41.8%

$4,831-58.4%

$2,406-16.6%

Participant deferral / active EE

$14,503

$6,837+112.1%

$7,354+97.2%

$4,132+251.0%

Admin fee / account holder

$80

$172-53.4%

$10,804-99.3%

$170-52.7%

Provider

Service type

Compensation

PRICEWATERHOUSECOOPERS LLP6+ years

Service code 10 · EIN 13-4008324

Accounting

$39,500

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$18,308

CAHILL GORDON & REINDEL LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAHILL GORDON & REINDEL LLP 401(K) PLAN

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