Retirement plan

BUTLER, SHINE, STERN & PARTNERS, LLC 401(K) PLAN

Name: BUTLER, SHINE, STERN & PARTNERS, LLC - BUTLER, SHINE, STERN & PARTNERS, LLC 401(K) PLAN (2024) Form 5500
Creator: BUTLER, SHINE, STERN & PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUTLER, SHINE, STERN & PARTNERS, LLC 401(K) PLAN, BUTLER, SHINE, STERN & PARTNERS, LLC

BUTLER, SHINE, STERN & PARTNERS, LLCEIN 35-2194998Plan #001PY 2024

20 LIBERTY SHIP WAY - SAUSALITO, CA 949653312415-339-1207bssp.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$16.6M

+3.3% from 2023

Total participants

117

-17.6% from 2023

Average account balance

$143,054

+17.6% from 2023

Annual return

15.94%

-2.83 pp from 2023

Benchmarks

See 28,910 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,910 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.59M

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

116

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.

97.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$345K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$135

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 1 by compensation

Provider	Service type	Compensation
AAAA BENEFITS, INC.10+ years Filed as: AAAA BENEFITS INC. Service code 15 307 WEST TREMONT AVENUE · CHARLOTTE, NC 282034902	Recordkeeping	$15,712

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$16K

$476 / participant

Contract admin$16K100.0%

% of EOY assets

0.095%

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: HOLTHOUSE, CARLIN & VAN TRIGHT, LLC
Auditor EIN: 954345526
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$143,054

$102,382+39.7%

$147,005-2.7%

$80,874+76.9%

Participation rate

97.0%

75.8%+21.1pp

82.2%+14.8pp

67.6%+29.3pp

Annual return

15.94%

134.89%-119.0pp

418.76%-402.8pp

35.62%-19.7pp

Employer contribution / active EE

$3,715-100.0%

$4,934-100.0%

$2,756-100.0%

Participant deferral / active EE

$10,450

$6,646+57.2%

$8,070+29.5%

$4,297+143.2%

Admin fee / account holder

$135

$7,942-98.3%

$13,006-99.0%

$6,935-98.0%

Provider

Service type

Compensation

AAAA BENEFITS, INC.10+ years

Filed as: AAAA BENEFITS INC.

Service code 15

307 WEST TREMONT AVENUE · CHARLOTTE, NC 282034902

Recordkeeping

$15,712

BUTLER, SHINE, STERN & PARTNERS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUTLER, SHINE, STERN & PARTNERS, LLC 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