Retirement plan

JACKSON TIDUS 401(K) ASSOCIATES PLAN

Name: JACKSON TIDUS, A LAW CORPORATION - JACKSON TIDUS 401(K) ASSOCIATES PLAN (2020) Form 5500
Creator: JACKSON TIDUS, A LAW CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKSON TIDUS 401(K) ASSOCIATES PLAN, JACKSON TIDUS, A LAW CORPORATION

JACKSON TIDUS, A LAW CORPORATIONEIN 33-0542761Plan #002PY 2020

2030 MAIN STREET, 12TH FLOOR - IRVINE, CA 92614949-752-8585jacksontidus.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

1 filing

#001Retirement-$18.5M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5M

+15.5% from 2019

Total participants

-10.0% from 2019

Average account balance

$330,881

+30.9% from 2019

Annual return

17.30%

-4.92 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.00M

Not enough data

1 years with asset history on file

Average account balance

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

$267K

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.

187.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+70.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$108700

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 codes2E2F2G2J2R2T3D

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.
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.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$161K

$14619 / participant

Other / not subdivided$161K100.0%

% of EOY assets

3.240%

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

$330,881

$165,381+100.1%

$149,730+121.0%

$158,966+108.1%

Participation rate

72.7%

84.6%-11.8pp

82.5%-9.8pp

82.0%-9.2pp

Annual return

17.30%

348.29%-331.0pp

276.70%-259.4pp

302.95%-285.7pp

Employer contribution / active EE

$5,104-100.0%

$4,645-100.0%

$4,762-100.0%

Participant deferral / active EE

$7,686

$7,182+7.0%

$6,843+12.3%

$5,983+28.5%

Admin fee / account holder

$10,720

$10,809-0.8%

$9,310+15.1%

$11,250-4.7%

JACKSON TIDUS 401(K) ASSOCIATES PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACKSON TIDUS 401(K) ASSOCIATES 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