Retirement plan

M BLAKE HEATH TRIAL ATTORNEY, LLC 401K PROFIT SHARING PLAN

Name: M BLAKE HEATH TRIAL ATTORNEY, LLC - M BLAKE HEATH TRIAL ATTORNEY, LLC 401K PROFIT SHARING PLAN (2024) Form 5500
Creator: M BLAKE HEATH TRIAL ATTORNEY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M BLAKE HEATH TRIAL ATTORNEY, LLC 401K PROFIT SHARING PLAN, M BLAKE HEATH TRIAL ATTORNEY, LLC

M BLAKE HEATH TRIAL ATTORNEY, LLCEIN 46-4086691Plan #001PY 2024

917 43RD ST - KANSAS CITY, MO 64111816-931-0048heathinjurylaw.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$224K

+57.4% from 2023

Total participants

0.0% from 2023

Average account balance

$74,776

+57.4% from 2023

Annual return

15.32%

-10.73 pp from 2023

Benchmarks

See 143,710 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$224K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+15.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1117

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 codes2E2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$3K

$1117 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.493%

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

$74,776

$160,040-53.3%

$147,096-49.2%

$145,877-48.7%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

15.32%

98.49%-83.2pp

419.75%-404.4pp

551.28%-536.0pp

Employer contribution / active EE

$2,118

$5,289-60.0%

$4,936-57.1%

$4,663-54.6%

Participant deferral / active EE

$17,888

$8,429+112.2%

$8,071+121.6%

$6,691+167.4%

Admin fee / account holder

$1,117

$15,050-92.6%

$13,005-91.4%

$13,402-91.7%

M BLAKE HEATH TRIAL ATTORNEY, LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

M BLAKE HEATH TRIAL ATTORNEY, LLC 401K 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