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 (2019) 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 2019

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

Other plans on this EIN

2 filings

#001Retirement-$4.7M assets #003Retirement-$2.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+32.8% from 2018

Total participants

+44.4% from 2018

Average account balance

$51,477

+3.9% from 2018

Annual return

21.87%

+30.61 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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.

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

$51,477

$157,304-67.3%

$141,197-63.5%

$152,909-66.3%

Participation rate

83.3%

84.8%-1.5pp

82.5%+0.9pp

Annual return

21.87%

64.34%-42.5pp

71.41%-49.5pp

345.46%-323.6pp

Employer contribution / active EE

$5,263-100.0%

$4,736-100.0%

$4,764-100.0%

Participant deferral / active EE

$5,427

$7,111-23.7%

$6,710-19.1%

$5,851-7.3%

Admin fee / account holder

$12,126-100.0%

$10,265-100.0%

$11,601-100.0%

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

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

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion