Retirement plan

CONDON TOBIN SLADEK THORNTON NERENBERG PLLC

Name: CONDON TOBIN SLADEK THORNTON - CONDON TOBIN SLADEK THORNTON NERENBERG PLLC (2025) Form 5500
Creator: CONDON TOBIN SLADEK THORNTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONDON TOBIN SLADEK THORNTON NERENBERG PLLC, CONDON TOBIN SLADEK THORNTON

CONDON TOBIN SLADEK THORNTONEIN 20-5152484Plan #001PY 2025

8080 PARK LN STE 700 - DALLAS, TX 752316438214-265-3800

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$7M

+29.3% from 2024

Total participants

-3.1% from 2024

Average account balance

$233,551

+29.3% from 2024

Annual return

22.89%

+11.94 pp from 2024

Benchmarks

See 17,179 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort17,179 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.01M

Not enough data

1 years with asset history on file

Average account balance

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

$234K

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.

115.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$382K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+22.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1127

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 codes2F2G2T3D2E2J2R3B

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$34K

$1300 / participant

Other / not subdivided$34K100.0%

% of EOY assets

0.483%

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

$233,551

$106,864+118.5%

$147,318+58.5%

$82,637+182.6%

Participation rate

96.2%

75.5%+20.6pp

82.1%+14.1pp

68.1%+28.1pp

Annual return

22.89%

27.49%-4.6pp

70.43%-47.5pp

53.51%-30.6pp

Employer contribution / active EE

$1,439

$3,417-57.9%

$4,593-68.7%

$2,552-43.6%

Participant deferral / active EE

$13,236

$6,496+103.8%

$7,906+67.4%

$4,126+220.8%

Admin fee / account holder

$1,127

$8,415-86.6%

$13,708-91.8%

$7,339-84.6%

CONDON TOBIN SLADEK THORNTON NERENBERG PLLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONDON TOBIN SLADEK THORNTON NERENBERG PLLC

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