Retirement plan

HUSCH BLACKWELL LLP ASSOCIATE 401(K) PLAN

Name: HUSCH BLACKWELL LLP - HUSCH BLACKWELL LLP ASSOCIATE 401(K) PLAN (2024) Form 5500
Creator: HUSCH BLACKWELL LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUSCH BLACKWELL LLP ASSOCIATE 401(K) PLAN, HUSCH BLACKWELL LLP

HUSCH BLACKWELL LLPEIN 26-1688286Plan #012PY 2024

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

Other plans on this EIN

2 filings

#001Retirement-$659.2M assets #014Retirement-$17.4M assets

Prospect flagsLow returnsLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$39.1M

-24.2% from 2016

Total participants

605

-12.8% from 2016

Average account balance

$65,773

-0.5% from 2016

Annual return

6.94%

-44.90 pp from 2016

Benchmarks

See 3,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,296 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.07M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

594

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.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.90M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+6.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$83

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 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$27,132
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$12,164
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316	Accounting	$10,263

Plan features & details

Pension benefit codes2E2F2G2J2K2T3B2R3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$50K

$118 / participant

Recordkeeping$27K54.7%
Investment mgmt$12K24.6%
Other / not subdivided$10K20.7%

% of EOY assets

0.127%

all-in expense ratio

Categories reported

2 / 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: $10,263
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,773

$106,264-38.1%

$147,117-55.3%

$77,762-15.4%

Participation rate

97.4%

78.4%+19.0pp

82.2%+15.2pp

70.6%+26.8pp

Annual return

6.94%

56.94%-50.0pp

420.54%-413.6pp

31.27%-24.3pp

Employer contribution / active EE

$4,074-99.9%

$4,932-99.9%

$2,728-99.9%

Participant deferral / active EE

$16,432

$8,003+105.3%

$8,065+103.8%

$4,651+253.3%

Admin fee / account holder

$83

$334-75.1%

$12,993-99.4%

$433-80.7%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$27,132

STRATEGIC ADVISORS, INC.5 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$12,164

RUBINBROWN LLP1 year

Service code 10 · EIN 43-0765316

Accounting

$10,263

HUSCH BLACKWELL LLP ASSOCIATE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUSCH BLACKWELL LLP ASSOCIATE 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