Retirement plan

FRIER & LEVITT, L.L.C. HIGHLY COMPENSATED NON PARTNER ATTORNEYS' 401(K) PROFIT SHARING PLAN

Name: FRIER & LEVITT, L.L.C. - FRIER & LEVITT, L.L.C. HIGHLY COMPENSATED NON PARTNER ATTORNEYS' 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: FRIER & LEVITT, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRIER & LEVITT, L.L.C. HIGHLY COMPENSATED NON PARTNER ATTORNEYS' 401(K) PROFIT SHARING PLAN, FRIER & LEVITT, L.L.C.

FRIER & LEVITT, L.L.C.EIN 22-3750541Plan #002PY 2016

84 BLOOMFIELD AVENUE - PINE BROOK, NJ 07058973-618-1660frierlevitt.comLinkedIn51-200 employeeslegal services

Other plans on this EIN

2 filings

#001Retirement-$3.0M assets #003Retirement-$874K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$685K

+26.7% from 2015

Total participants

+42.9% from 2015

Average account balance

$68,524

-24.0% from 2015

Annual return

8.47%

+10.25 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.29M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

107.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$517K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+12.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18389

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 codes2J2F2G2R

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$87

$9 / participant

Other / not subdivided$87100.0%

% of EOY assets

0.013%

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

$68,524

$135,956-49.6%

$123,894-44.7%

$273,972-75.0%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

8.47%

56.63%-48.2pp

47.52%-39.1pp

41.46%-33.0pp

Employer contribution / active EE

$5,170-100.0%

$4,617-100.0%

$4,869-100.0%

Participant deferral / active EE

$9,851

$6,343+55.3%

$5,984+64.6%

$5,287+86.3%

Admin fee / account holder

$9,817-99.9%

$8,357-99.9%

$10,133-99.9%

FRIER & LEVITT, L.L.C. HIGHLY COMPENSATED NON PARTNER ATTORNEYS' 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRIER & LEVITT, L.L.C. HIGHLY COMPENSATED NON PARTNER ATTORNEYS' 401(K) PROFIT SHARING 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