Retirement plan

CONDON TOBIN SLADEK THORNTON PLLC

Name: CONDON TOBIN SLADEK ETAL - CONDON TOBIN SLADEK THORNTON PLLC (2020) Form 5500
Creator: CONDON TOBIN SLADEK ETAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONDON TOBIN SLADEK THORNTON PLLC, CONDON TOBIN SLADEK ETAL

CONDON TOBIN SLADEK ETALEIN 20-5152484Plan #001PY 2020

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.3M

+25.1% from 2019

Total participants

+6.3% from 2019

Average account balance

$111,550

+8.4% from 2019

Annual return

15.26%

-5.70 pp from 2019

Benchmarks

See 26,423 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,423 peers

Snapshot2020

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 codes2F2G2T3D2E2J2R

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.
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

1 tripped

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

$1K

$52 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.043%

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

$111,550

$98,760+13.0%

$149,715-25.5%

$79,858+39.7%

Participation rate

85.7%

75.8%+9.9pp

82.5%+3.2pp

69.6%+16.1pp

Annual return

15.26%

27.43%-12.2pp

276.66%-261.4pp

31.72%-16.5pp

Employer contribution / active EE

$854

$3,217-73.5%

$4,645-81.6%

$2,471-65.4%

Participant deferral / active EE

$8,541

$5,681+50.3%

$6,842+24.8%

$3,740+128.4%

Admin fee / account holder

$48

$6,053-99.2%

$9,310-99.5%

$5,306-99.1%

CONDON TOBIN SLADEK THORNTON PLLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONDON TOBIN SLADEK THORNTON 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