Retirement plan

HUSCH BLACKWELL LLP 401(K) PLAN

Name: HUSCH BLACKWELL LLP - HUSCH BLACKWELL LLP 401(K) PLAN (2022) Form 5500
Creator: HUSCH BLACKWELL LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUSCH BLACKWELL LLP 401(K) PLAN, HUSCH BLACKWELL LLP

HUSCH BLACKWELL LLPEIN 26-1688286Plan #001PY 2022

4801 MAIN STREET, SUITE 1000 - KANSAS CITY, MO 64112816-983-8000

Other plans on this EIN

2 filings

#012Retirement-$25.1M assets #014Retirement-$9.0M assets

Prospect flagsHigh assets / participantFailed to provide benefitCorrective distributions

How to read this page

Total assets (EOY)

$476M

-7.5% from 2016

Total participants

1,855

-9.6% from 2016

Average account balance

$264,168

+3.6% from 2016

Annual return

-13.69%

-11.99 pp from 2016

Benchmarks

See 900 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort900 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$659.18M

Not enough data

1 years with asset history on file

Average account balance

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

$310K

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.

2,129

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.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43.64M

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

+16.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$97

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 5 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL8+ years Service code 37 · EIN 04-2647786	Loan Processing	$98,824
ONE ADVISORY PARTNERS LLC2 years Filed as: ONE ADVISORY PARTNERS, LLC Service code 26 · EIN 45-4357540	Advisory (Participants)	$60,538
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$40,397
FCI ADVISORS8+ years Service code 16 · EIN 43-1703335	Consulting	$15,489
PROVIDENCE FINANCIAL ADVISORS, LLC8+ years Service code 28 · EIN 47-3575125	Investment Management	$12,400

Plan features & details

Pension benefit codes2A2E2F2G2J2T3B2R

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

3 tripped

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$212K

$146 / participant

Investment mgmt$40K19.1%
Other / not subdivided$172K80.9%

% of EOY assets

0.045%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RUBINBROWN LLP
Auditor EIN: 430765316
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$264,168

$95,388+176.9%

$125,401+110.7%

$77,906+239.1%

Participation rate

96.4%

78.6%+17.8pp

82.4%+14.0pp

73.7%+22.7pp

Annual return

-13.69%

116.19%-129.9pp

572.53%-586.2pp

12.16%-25.8pp

Employer contribution / active EE

$12,258

$3,666+234.3%

$4,816+154.5%

$2,846+330.6%

Participant deferral / active EE

$11,124

$7,711+44.3%

$7,448+49.3%

$4,805+131.5%

Admin fee / account holder

$118

$119-1.0%

$10,008-98.8%

$133-11.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL8+ years

Service code 37 · EIN 04-2647786

Loan Processing

$98,824

ONE ADVISORY PARTNERS LLC2 years

Filed as: ONE ADVISORY PARTNERS, LLC

Service code 26 · EIN 45-4357540

Advisory (Participants)

$60,538

STRATEGIC ADVISORS, INC.7 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$40,397

FCI ADVISORS8+ years

Service code 16 · EIN 43-1703335

Consulting

$15,489

PROVIDENCE FINANCIAL ADVISORS, LLC8+ years

Service code 28 · EIN 47-3575125

Investment Management

$12,400

HUSCH BLACKWELL LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUSCH BLACKWELL LLP 401(K) 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