Retirement plan

DENTONS US LLP PROFIT SHARING PLAN

Name: DENTONS US LLP - DENTONS US LLP PROFIT SHARING PLAN (2023) Form 5500
Creator: DENTONS US LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENTONS US LLP PROFIT SHARING PLAN, DENTONS US LLP

DENTONS US LLPEIN 36-1796730Plan #001PY 2023

233 S WACKER DRIVE, STE 5900 - CHICAGO, IL 606066361312-876-3178LinkedIn1001-5000 employees

Other plans on this EIN

1 filing

#013Retirement-$29.6M assets

Prospect flagsHigh feesHigh assets / participantCorrective distributions

Top hat statement on fileNQDC

Filed June 26, 2000

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$907.2M

-40.5% from 2016

Total participants

2,674

-34.6% from 2016

Average account balance

$351,759

-6.9% from 2016

Annual return

19.20%

-74.29 pp from 2016

Benchmarks

See 928 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort928 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$998.82M

Not enough data

1 years with asset history on file

Average account balance

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

$390K

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.

2,561

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.

93.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+14.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$328

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

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Service providers

Top 10 of 20 by compensation

Provider	Service type	Compensation
CURI WEALTH MANAGEMENT LLC1 year Filed as: CURI RMB CAPITAL LLC Service code 26 · EIN 59-3792751	Advisory (Participants)	$213,323
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833	Recordkeeping	$137,524
WILLIAM BLAIR9+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 26 · EIN 47-2614791	Advisory (Participants)	$104,358
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143	Investment Management	$63,750
CORIENT PRIVATE WEALTH LLC1 year Service code 26 · EIN 88-0967642	Advisory (Participants)	$39,565
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780	Advisory (Participants)	$39,415
ATLANTIC PRIVATE WEALTH LLC3 years Service code 26 · EIN 86-2536045	Advisory (Participants)	$36,798
AT INVESTMENT ADVISERS INC5 years Service code 26 · EIN 20-0822261	Advisory (Participants)	$26,319
WILMINGTON TRUST9+ years Filed as: WILMINGTON TRUST FSB Service code 26 · EIN 52-1877389	Advisory (Participants)	$20,943
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558	Accounting	$18,900

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3B3F3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$823K

$574 / participant

Recordkeeping$138K16.7%
Investment mgmt$665K80.8%
Contract admin$21K2.5%

% of EOY assets

0.091%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$351,759

$107,415+227.5%

$135,998+158.6%

$80,187+338.7%

Participation rate

93.4%

78.0%+15.4pp

81.9%+11.5pp

72.9%+20.4pp

Annual return

19.20%

91.99%-72.8pp

68.37%-49.2pp

40.40%-21.2pp

Employer contribution / active EE

$12,756

$3,878+228.9%

$4,860+162.5%

$2,980+328.1%

Participant deferral / active EE

$14,241

$8,189+73.9%

$7,761+83.5%

$5,016+183.9%

Admin fee / account holder

$319

$127+151.4%

$10,769-97.0%

$145+120.2%

Provider

Service type

Compensation

CURI WEALTH MANAGEMENT LLC1 year

Filed as: CURI RMB CAPITAL LLC

Service code 26 · EIN 59-3792751

Advisory (Participants)

$213,323

CHARLES SCHWAB & CO., INC.4 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES INC

Service code 15 · EIN 34-1479833

Recordkeeping

$137,524

WILLIAM BLAIR9+ years

Filed as: WILLIAM BLAIR INVESTMENT MGMT

Service code 26 · EIN 47-2614791

Advisory (Participants)

$104,358

CAPFINANCIAL PARTNERS LLC2 years

Service code 28 · EIN 26-0058143

Investment Management

$63,750

CORIENT PRIVATE WEALTH LLC1 year

Service code 26 · EIN 88-0967642

Advisory (Participants)

$39,565

CREATIVE PLANNING LLC1 year

Service code 26 · EIN 43-1270780

Advisory (Participants)

$39,415

ATLANTIC PRIVATE WEALTH LLC3 years

Service code 26 · EIN 86-2536045

Advisory (Participants)

$36,798

AT INVESTMENT ADVISERS INC5 years

Service code 26 · EIN 20-0822261

Advisory (Participants)

$26,319

WILMINGTON TRUST9+ years

Filed as: WILMINGTON TRUST FSB

Service code 26 · EIN 52-1877389

Advisory (Participants)

$20,943

GRANT THORNTON LLP3 years

Service code 10 · EIN 36-6055558

Accounting

$18,900

DENTONS US LLP PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENTONS US LLP PROFIT SHARING PLAN

Top hat statement on fileNQDC

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