Retirement plan

DAVIDSON, KILPATRIC & KRISLOCK 401(K) PLAN

Name: DAVIDSON, KILPATRIC & KRISLOCK - DAVIDSON, KILPATRIC & KRISLOCK 401(K) PLAN (2024) Form 5500
Creator: DAVIDSON, KILPATRIC & KRISLOCK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVIDSON, KILPATRIC & KRISLOCK 401(K) PLAN, DAVIDSON, KILPATRIC & KRISLOCK

DAVIDSON, KILPATRIC & KRISLOCKEIN 45-5345752Plan #001PY 2024

520 KIRKLAND WAY STE 400, PO BOX 817 - KIRKLAND, WA 98083425-822-2228LinkedIn11-50 employeeslegal services

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$220K

+25.4% from 2023

Total participants

0.0% from 2023

Average account balance

$24,425

+25.4% from 2023

Annual return

14.19%

-4.17 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$220K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1896

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 codes2F2G2T3D2E2J2R3B

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.
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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$17K

$2844 / participant

Other / not subdivided$17K100.0%

% of EOY assets

7.762%

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

$24,425

$160,028-84.7%

$147,080-83.4%

$145,884-83.3%

Participation rate

83.3%

84.0%-0.7pp

82.2%+1.2pp

80.3%+3.0pp

Annual return

14.19%

98.60%-84.4pp

420.17%-406.0pp

551.85%-537.7pp

Employer contribution / active EE

$1,028

$5,286-80.5%

$4,933-79.2%

$4,662-77.9%

Participant deferral / active EE

$5,100

$8,422-39.4%

$8,066-36.8%

$6,690-23.8%

Admin fee / account holder

$1,896

$15,030-87.4%

$12,989-85.4%

$13,392-85.8%

DAVIDSON, KILPATRIC & KRISLOCK 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVIDSON, KILPATRIC & KRISLOCK 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