Retirement plan

ARENT FOX 401(K) PLAN

Name: ARENT FOX LLP - ARENT FOX 401(K) PLAN (2022) Form 5500
Creator: ARENT FOX LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARENT FOX 401(K) PLAN, ARENT FOX LLP

ARENT FOX LLPEIN 53-0214923Plan #004PY 2022

1717 K STREET NW - WASHINGTON, DC 200065344202-350-3645afslaw.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

8 filings

#009Retirement-$214.3M assets #007Retirement-$190.1M assets #001Retirement-$95.8M assets #010Retirement-$75.1M assets #008Retirement-$73.6M assets #012Retirement-$11.7M assets #011Retirement-$11.7M assets #013Retirement-$11.5M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$196.7M

-5.5% from 2016

Total participants

1,317

+3.3% from 2016

Average account balance

$149,343

-3.9% from 2016

Annual return

-18.02%

-7.02 pp from 2016

Benchmarks

See 3,158 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,158 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$279.18M

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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.

1,350

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.

79.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.40M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+19.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 2 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143	Advisory (Plan)	$12,500
PRUDENTIAL RETIREMENT INSURANCE AND8+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670	Contract Administrator	$5,195

Plan features & details

Pension benefit codes2E2F2G2J2R2T

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$19K

$19 / participant

Investment mgmt$13K66.8%
Contract admin$5K28.6%
Other / not subdivided$8574.6%

% of EOY assets

0.010%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PICKETT, CHANEY & MCMULLEN LLP
Auditor EIN: 481246310
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$149,343

$82,188+81.7%

$125,401+19.1%

$64,829+130.4%

Participation rate

100.0%

77.9%+22.1pp

82.4%+17.6pp

71.5%+28.5pp

Annual return

-18.02%

3.50%-21.5pp

572.53%-590.6pp

32.85%-50.9pp

Employer contribution / active EE

$3,617-100.0%

$4,816-100.0%

$2,507-100.0%

Participant deferral / active EE

$13,628

$7,177+89.9%

$7,448+83.0%

$4,312+216.1%

Admin fee / account holder

$14

$163-91.3%

$10,008-99.9%

$188-92.4%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC3 years

Service code 27 · EIN 26-0058143

Advisory (Plan)

$12,500

PRUDENTIAL RETIREMENT INSURANCE AND8+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 13 · EIN 22-1211670

Contract Administrator

$5,195

ARENT FOX 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARENT FOX 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