Retirement plan

SELLERS, AYERS, DORTCH & LYONS P. A. PROFIT SHARING PLAN

Name: SELLERS, AYERS, DORTCH & LYONS, P. A. - SELLERS, AYERS, DORTCH & LYONS P. A. PROFIT SHARING PLAN (2026) Form 5500
Creator: SELLERS, AYERS, DORTCH & LYONS, P. A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SELLERS, AYERS, DORTCH & LYONS P. A. PROFIT SHARING PLAN, SELLERS, AYERS, DORTCH & LYONS, P. A.

SELLERS, AYERS, DORTCH & LYONS, P. A.EIN 56-1497871Plan #001PY 2026

301 SOUTH MCDOWELL ST., STE. 410 - CHARLOTTE, NC 282042686704-377-5050sellersayers.comLinkedIn11-50 employeeslegal services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.5M

+11.1% from 2025

Total participants

-6.9% from 2025

Average account balance

$258,952

+20.0% from 2025

Annual return

13.52%

+6.21 pp from 2025

Benchmarks

See 616 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants25-99

Cohort616 peers

Snapshot2026

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.47M

Not enough data

1 years with asset history on file

Average account balance

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

$259K

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.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$425K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23556

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 codes2E2F2G3D2R

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$589K

$22650 / participant

Other / not subdivided$589K100.0%

% of EOY assets

9.097%

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

$258,952

$116,462+122.3%

$477,111-45.7%

$116,462+122.3%

Participation rate

92.3%

74.7%+17.6pp

88.9%+3.5pp

74.7%+17.6pp

Annual return

13.52%

15.65%-2.1pp

101.90%-88.4pp

15.65%-2.1pp

Employer contribution / active EE

$11,094

$3,231+243.3%

$8,708+27.4%

$3,231+243.3%

Participant deferral / active EE

$5,243

$3,836+36.7%

$7,539-30.5%

$3,836+36.7%

Admin fee / account holder

$23,556

$12,754+84.7%

$42,132-44.1%

$12,754+84.7%

SELLERS, AYERS, DORTCH & LYONS P. A. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SELLERS, AYERS, DORTCH & LYONS P. A. 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