Retirement plan

BUCKLEY & SITZMAN, LLP SAFE HARBOR 401(K) PLAN

Name: BUCKLEY & SITZMAN, LLP - BUCKLEY & SITZMAN, LLP SAFE HARBOR 401(K) PLAN (2024) Form 5500
Creator: BUCKLEY & SITZMAN, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUCKLEY & SITZMAN, LLP SAFE HARBOR 401(K) PLAN, BUCKLEY & SITZMAN, LLP

BUCKLEY & SITZMAN, LLPEIN 47-0350235Plan #001PY 2024

4240 PIONEER WOODS DRIVE - LINCOLN, NE 68506402-484-7676buckleysitzman.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+33.5% from 2023

Total participants

+58.3% from 2023

Average account balance

$90,127

-18.4% from 2023

Annual return

14.13%

+14.13 pp from 2023

Benchmarks

See 144,092 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort144,092 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$8K

$421 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.467%

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

$90,127

$159,934-43.6%

$147,005-38.7%

$145,959-38.3%

Participation rate

94.4%

84.0%+10.4pp

82.2%+12.3pp

80.3%+14.2pp

Annual return

14.13%

98.24%-84.1pp

418.76%-404.6pp

561.95%-547.8pp

Employer contribution / active EE

$3,869

$5,287-26.8%

$4,934-21.6%

$4,661-17.0%

Participant deferral / active EE

$9,211

$8,427+9.3%

$8,070+14.1%

$6,689+37.7%

Admin fee / account holder

$421

$15,053-97.2%

$13,006-96.8%

$13,398-96.9%

BUCKLEY & SITZMAN, LLP SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUCKLEY & SITZMAN, LLP SAFE HARBOR 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