Retirement plan

HUESTON HENNIGAN LLP 401(K) PLAN

Name: HUESTON HENNIGAN LLP - HUESTON HENNIGAN LLP 401(K) PLAN (2017) Form 5500
Creator: HUESTON HENNIGAN LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUESTON HENNIGAN LLP 401(K) PLAN, HUESTON HENNIGAN LLP

HUESTON HENNIGAN LLPEIN 47-2693587Plan #001PY 2017

523 WEST 6TH STREET, SUITE 400 - LOS ANGELES, CA 90014213-788-4340hueston.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$3.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.9M

+35.1% from 2016

Total participants

+20.3% from 2016

Average account balance

$151,581

+12.6% from 2016

Annual return

16.34%

+3.23 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.78M

Not enough data

1 years with asset history on file

Average account balance

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

$166K

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.

203

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

$3.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+16.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$217

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

1 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 codes2E2G2J3D

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.
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

$66K

$1151 / participant

Other / not subdivided$66K100.0%

% of EOY assets

0.601%

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

$151,581

$85,766+76.7%

$136,298+11.2%

$70,126+116.2%

Participation rate

91.2%

74.2%+17.1pp

81.9%+9.3pp

69.5%+21.7pp

Annual return

16.34%

31.46%-15.1pp

5156.27%-5139.9pp

73.15%-56.8pp

Employer contribution / active EE

$12,763

$2,966+330.3%

$4,696+171.8%

$2,343+444.8%

Participant deferral / active EE

$14,936

$5,051+195.7%

$6,247+139.1%

$3,332+348.3%

Admin fee / account holder

$911

$5,421-83.2%

$9,244-90.1%

$4,645-80.4%

HUESTON HENNIGAN LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUESTON HENNIGAN 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