Retirement plan

DREYER, FOOTE, STREIT, FURGASON & SLOCUM, P.A.

Name: DREYER, FOOTE, STREIT, ET AL. - DREYER, FOOTE, STREIT, FURGASON & SLOCUM, P.A. (2024) Form 5500
Creator: DREYER, FOOTE, STREIT, ET AL.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DREYER, FOOTE, STREIT, FURGASON & SLOCUM, P.A., DREYER, FOOTE, STREIT, ET AL.

DREYER, FOOTE, STREIT, ET AL.EIN 36-2684541Plan #001PY 2024

1999 WEST DOWNER PLACE - AURORA, IL 60506630-897-8764dreyerfoote.comLinkedIn11-50 employeeslegal services

Other plans on this EIN

1 filing

#002Retirement-$2.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+9.2% from 2023

Total participants

+5.6% from 2023

Average account balance

$95,342

+3.1% from 2023

Annual return

11.19%

-2.90 pp from 2023

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

$1.72M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3323

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 codes2F2G2T3D2C2R

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

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

$60K

$4984 / participant

Other / not subdivided$60K100.0%

% of EOY assets

3.485%

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

$95,342

$160,070-40.4%

$147,117-35.2%

$145,897-34.7%

Participation rate

91.7%

84.0%+7.6pp

82.2%+9.5pp

80.3%+11.4pp

Annual return

11.19%

98.69%-87.5pp

420.54%-409.3pp

552.29%-541.1pp

Employer contribution / active EE

$2,188

$5,285-58.6%

$4,932-55.6%

$4,663-53.1%

Participant deferral / active EE

$8,419-100.0%

$8,065-100.0%

$6,689-100.0%

Admin fee / account holder

$3,323

$15,035-77.9%

$12,993-74.4%

$13,390-75.2%

DREYER, FOOTE, STREIT, FURGASON & SLOCUM, P.A.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DREYER, FOOTE, STREIT, FURGASON & SLOCUM, P.A.

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