Retirement plan

FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN

Name: FOX ROTHSCHILD LLP - FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: FOX ROTHSCHILD LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN, FOX ROTHSCHILD LLP

FOX ROTHSCHILD LLPEIN 23-1404723Plan #002PY 2024

2000 MARKET STREET, 20TH FLOOR - PHILADELPHIA, PA 191033222215-299-2000foxrothschild.comLinkedIn1001-5000 employeeslaw practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$742M

+16.6% from 2023

Total participants

2,273

+1.3% from 2023

Average account balance

$330,079

+14.8% from 2023

Annual return

18.16%

+23.28 pp from 2023

Benchmarks

See 949 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort949 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$756.00M

Not enough data

1 years with asset history on file

Average account balance

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

$330K

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.

2,290

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.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+5.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$72

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930	Recordkeeping	$128,590
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143	Consulting	$32,500

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$161K

$96 / participant

Other / not subdivided$161K100.0%

% of EOY assets

0.022%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 871363769
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$330,079

$122,219+170.1%

$147,096+124.4%

$199,921+65.1%

Participation rate

98.5%

78.3%+20.3pp

82.2%+16.3pp

72.0%+26.5pp

Annual return

18.16%

30.59%-12.4pp

419.75%-401.6pp

34.28%-16.1pp

Employer contribution / active EE

$11,134

$4,096+171.8%

$4,936+125.6%

$3,035+266.8%

Participant deferral / active EE

$13,306

$8,503+56.5%

$8,071+64.9%

$5,089+161.5%

Admin fee / account holder

$72

$179-60.0%

$13,005-99.4%

$269-73.4%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.9+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$128,590

CAPFINANCIAL PARTNERS LLC2 years

Filed as: CAPTRUST

Service code 16 · EIN 26-0058143

Consulting

$32,500

FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOX ROTHSCHILD LLP RETIREMENT SAVINGS 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