Retirement plan

TRESPASZ LAW OFFICES, LLP EMPLOYEE SAVINGS RETIREMENT PLAN AND TRUST

Name: TRESPASZ LAW OFFICES, LLP - TRESPASZ LAW OFFICES, LLP EMPLOYEE SAVINGS RETIREMENT PLAN AND TRUST (2025) Form 5500
Creator: TRESPASZ LAW OFFICES, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRESPASZ LAW OFFICES, LLP EMPLOYEE SAVINGS RETIREMENT PLAN AND TRUST, TRESPASZ LAW OFFICES, LLP

TRESPASZ LAW OFFICES, LLPEIN 16-1562248Plan #001PY 2025

247 WEST FAYETTE STREET, SUITE 304 - SYRACUSE, NY 13202315-466-4444

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$6.4M

+17.5% from 2024

Total participants

0.0% from 2024

Average account balance

$1,285,268

-6.0% from 2024

Annual return

15.29%

+2.21 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.43M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$119K

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

+15.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3B3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$1,285,268

$156,398+721.8%

$147,318+772.4%

$138,895+825.4%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

79.9%+20.1pp

Annual return

15.29%

78.75%-63.5pp

70.43%-55.1pp

145.39%-130.1pp

Employer contribution / active EE

$14,232

$4,853+193.2%

$4,593+209.9%

$4,194+239.3%

Participant deferral / active EE

$15,500

$8,237+88.2%

$7,906+96.0%

$6,396+142.3%

Admin fee / account holder

$14,976-100.0%

$13,708-100.0%

$12,562-100.0%

TRESPASZ LAW OFFICES, LLP EMPLOYEE SAVINGS RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TRESPASZ LAW OFFICES, LLP EMPLOYEE SAVINGS RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion