Retirement plan

CHAS. G. KURRUS III, P.C. 401(K) AND PROFIT SHARING PLAN

Name: CHAS. G. KURRUS, III, P.C. - CHAS. G. KURRUS III, P.C. 401(K) AND PROFIT SHARING PLAN (2024) Form 5500
Creator: CHAS. G. KURRUS, III, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAS. G. KURRUS III, P.C. 401(K) AND PROFIT SHARING PLAN, CHAS. G. KURRUS, III, P.C.

CHAS. G. KURRUS, III, P.C.EIN 37-1096563Plan #001PY 2024

1773 FRANK SCOTT PARKWAY WEST - BELLEVILLE, IL 62223618-235-2100

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$259K

-88.3% from 2023

Total participants

-9.1% from 2023

Average account balance

$25,917

-87.1% from 2023

Annual return

1.58%

-24.10 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$259K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+1.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$203986

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 codes2E2J2T

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.
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.

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

$2.0M

$203986 / participant

Other / not subdivided$2M100.0%

% of EOY assets

787.073%

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

$25,917

$88,778-70.8%

$81,844-68.3%

$145,884-82.2%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

1.58%

1033.03%-1031.4pp

778.87%-777.3pp

551.85%-550.3pp

Employer contribution / active EE

$1,973

$3,087-36.1%

$2,916-32.4%

$4,662-57.7%

Participant deferral / active EE

$3,088

$4,648-33.6%

$4,323-28.6%

$6,690-53.8%

Admin fee / account holder

$203,986

$8,430+2319.7%

$7,355+2673.2%

$13,392+1423.2%

CHAS. G. KURRUS III, P.C. 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAS. G. KURRUS III, P.C. 401(K) AND PROFIT SHARING 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