Retirement plan

SIEGEL BRILL PA 401(K) PROFIT SHARING PLAN & TRUST

Name: SIEGEL BRILL PA - SIEGEL BRILL PA 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: SIEGEL BRILL PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIEGEL BRILL PA 401(K) PROFIT SHARING PLAN & TRUST, SIEGEL BRILL PA

SIEGEL BRILL PAEIN 41-1626742Plan #001PY 2024

100 WASHINGTON AVE S STE 1300 - MINNEAPOLIS, MN 55401612-337-6100siegelbrill.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$19.7M

+17.2% from 2023

Total participants

-2.4% from 2023

Average account balance

$492,977

+20.1% from 2023

Annual return

13.81%

-3.59 pp from 2023

Benchmarks

See 28,877 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,877 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.72M

Not enough data

1 years with asset history on file

Average account balance

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

$493K

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

$769K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+13.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5951

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 codes2E2F2G2J2R3D

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.
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

$238K

$9155 / participant

Other / not subdivided$238K100.0%

% of EOY assets

1.207%

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

$492,977

$102,429+381.3%

$147,096+235.1%

$80,925+509.2%

Participation rate

100.0%

75.9%+24.1pp

82.2%+17.8pp

67.7%+32.3pp

Annual return

13.81%

135.02%-121.2pp

419.75%-405.9pp

35.65%-21.8pp

Employer contribution / active EE

$18,487

$3,716+397.6%

$4,936+274.5%

$2,756+570.7%

Participant deferral / active EE

$11,073

$6,649+66.6%

$8,071+37.2%

$4,299+157.6%

Admin fee / account holder

$5,951

$7,957-25.2%

$13,005-54.2%

$6,940-14.3%

SIEGEL BRILL PA 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIEGEL BRILL PA 401(K) PROFIT SHARING PLAN & TRUST

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