Retirement plan

DEAN OMAR BRANHAM SHIRLEY, LLP 401(K) PLAN

Name: DOBS LEGAL LLP, D/B/A DEAN OMAR BRANHAM SHIRLEY, LLP - DEAN OMAR BRANHAM SHIRLEY, LLP 401(K) PLAN (2020) Form 5500
Creator: DOBS LEGAL LLP, D/B/A DEAN OMAR BRANHAM SHIRLEY, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEAN OMAR BRANHAM SHIRLEY, LLP 401(K) PLAN, DOBS LEGAL LLP, D/B/A DEAN OMAR BRANHAM SHIRLEY, LLP

DOBS LEGAL LLP, D/B/A DEAN OMAR BRANHAM SHIRLEY, LLPEIN 47-2485676Plan #001PY 2020

302 N MARKET ST, SUITE 300 - DALLAS, TX 75202214-722-5990

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.5M

+69.2% from 2019

Total participants

+2.5% from 2019

Average account balance

-100.0% from 2019

Annual return

25.73%

-5.81 pp from 2019

Benchmarks

See 26,423 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,423 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.94M

Not enough data

1 years with asset history on file

Average account balance

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

$158K

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.

126.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+22.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7136

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$146K

$3564 / participant

Other / not subdivided$146K100.0%

% of EOY assets

5.809%

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

$98,760-100.0%

$149,715-100.0%

$79,858-100.0%

Participation rate

0.0%

75.8%-75.8pp

82.5%-82.5pp

69.6%-69.6pp

Annual return

25.73%

27.43%-1.7pp

276.66%-250.9pp

31.72%-6.0pp

Employer contribution / active EE

$11,824

$3,217+267.6%

$4,645+154.6%

$2,471+378.5%

Participant deferral / active EE

$7,259

$5,681+27.8%

$6,842+6.1%

$3,740+94.1%

Admin fee / account holder

$6,053-100.0%

$9,310-100.0%

$5,306-100.0%

DEAN OMAR BRANHAM SHIRLEY, LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEAN OMAR BRANHAM SHIRLEY, LLP 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