Retirement plan

MULLEN, PLUMMER AND CASTIGLIONI, A PROFESSIONAL CORPORATION 401(K) PLAN

Name: MULLEN, PLUMMER AND CASTIGLIONI, A PROFESSIONAL CORPORATION - MULLEN, PLUMMER AND CASTIGLIONI, A PROFESSIONAL CORPORATION 401(K) PLAN (2023) Form 5500
Creator: MULLEN, PLUMMER AND CASTIGLIONI, A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MULLEN, PLUMMER AND CASTIGLIONI, A PROFESSIONAL CORPORATION 401(K) PLAN, MULLEN, PLUMMER AND CASTIGLIONI, A PROFESSIONAL CORPORATION

MULLEN, PLUMMER AND CASTIGLIONI, A PROFESSIONAL CORPORATIONEIN 33-0078188Plan #003PY 2023

7801 MISSION CENTER COURT SUITE 230 - SAN DIEGO, CA 92108619-297-1454

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1M

-71.4% from 2022

Total participants

-12.5% from 2022

Average account balance

$145,067

-71.4% from 2022

Annual return

11.18%

+27.84 pp from 2022

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.24M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+9.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3.1M

$514162 / participant

Other / not subdivided$3M100.0%

% of EOY assets

303.797%

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

$145,067

$148,629-2.4%

$135,982+6.7%

$139,487+4.0%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

11.18%

79.33%-68.2pp

68.32%-57.1pp

373.84%-362.7pp

Employer contribution / active EE

$26,158

$5,247+398.6%

$4,859+438.3%

$4,755+450.1%

Participant deferral / active EE

$8,102-100.0%

$7,760-100.0%

$6,713-100.0%

Admin fee / account holder

$440,710

$12,406+3452.3%

$10,767+3993.0%

$11,407+3763.4%

MULLEN, PLUMMER AND CASTIGLIONI, A PROFESSIONAL CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MULLEN, PLUMMER AND CASTIGLIONI, A PROFESSIONAL CORPORATION 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