Retirement plan

JOHNSTON & HUTCHINSON LLP 401(K) PLAN

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

JOHNSTON & HUTCHINSON LLPEIN 27-1473841Plan #001PY 2024

350 S. GRAND AVE., SUITE 2220 - LOS ANGELES, CA 900710000213-542-1975LinkedIn1-10 employeeslegal services

Other plans on this EIN

1 filing

#002Retirement-$2.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$867K

+35.2% from 2022

Total participants

0.0% from 2022

Average account balance

$108,316

+35.2% from 2022

Annual return

9.82%

+25.96 pp from 2022

Benchmarks

See 143,415 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,415 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$867K

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+9.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22405

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$179K

$29873 / participant

Other / not subdivided$179K100.0%

% of EOY assets

20.685%

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

$108,316

$160,070-32.3%

$147,117-26.4%

$145,897-25.8%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

9.82%

98.69%-88.9pp

420.54%-410.7pp

552.29%-542.5pp

Employer contribution / active EE

$3,963

$5,285-25.0%

$4,932-19.7%

$4,663-15.0%

Participant deferral / active EE

$10,757

$8,419+27.8%

$8,065+33.4%

$6,689+60.8%

Admin fee / account holder

$22,405

$15,035+49.0%

$12,993+72.4%

$13,390+67.3%

JOHNSTON & HUTCHINSON LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSTON & HUTCHINSON 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