Retirement plan

PENNSYLVANIA INTEREST ON LAWYER TRUST ACCOUNTS BOARD

Name: PENNSYLVANIA INTEREST ON LAWYER TRUST ACCOUNTS BOARD - PENNSYLVANIA INTEREST ON LAWYER TRUST ACCOUNTS BOARD (2025) Form 5500
Creator: PENNSYLVANIA INTEREST ON LAWYER TRUST ACCOUNTS BOARD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENNSYLVANIA INTEREST ON LAWYER TRUST ACCOUNTS BOARD, PENNSYLVANIA INTEREST ON LAWYER TRUST ACCOUNTS BOARD

PENNSYLVANIA INTEREST ON LAWYER TRUST ACCOUNTS BOARDEIN 25-1802119Plan #001PY 2025

PO BOX 62445 - HARRISBURG, PA 171062445717-238-2001paiolta.orgLinkedIn1-10 employees

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+22.0% from 2024

Total participants

+28.6% from 2024

Average account balance

$308,421

-5.1% from 2024

Annual return

16.31%

-5.60 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.78M

Not enough data

1 years with asset history on file

Average account balance

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

$308K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+16.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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 codes2L2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$155

$22 / participant

Other / not subdivided$155100.0%

% of EOY assets

0.006%

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

$308,421

$70,366+338.3%

$66,674+362.6%

$138,895+122.1%

Participation rate

100.0%

76.2%+23.8pp

73.7%+26.3pp

79.9%+20.1pp

Annual return

16.31%

386.41%-370.1pp

321.24%-304.9pp

145.39%-129.1pp

Employer contribution / active EE

$12,332

$2,765+346.0%

$2,620+370.7%

$4,194+194.0%

Participant deferral / active EE

$6,239

$4,374+42.6%

$4,084+52.8%

$6,396-2.5%

Admin fee / account holder

$17

$5,262-99.7%

$5,098-99.7%

$12,562-99.9%

PENNSYLVANIA INTEREST ON LAWYER TRUST ACCOUNTS BOARD

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENNSYLVANIA INTEREST ON LAWYER TRUST ACCOUNTS BOARD

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