Retirement plan

ATKINSON, BRITTINGHAM, GLADD, FIASCO & EDMONDS 401(K) PLAN

Name: ATKINSON, BRITTINGHAM, GLADD, FIASCO, & EDMONDS P.C. - ATKINSON, BRITTINGHAM, GLADD, FIASCO & EDMONDS 401(K) PLAN (2024) Form 5500
Creator: ATKINSON, BRITTINGHAM, GLADD, FIASCO, & EDMONDS P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATKINSON, BRITTINGHAM, GLADD, FIASCO & EDMONDS 401(K) PLAN, ATKINSON, BRITTINGHAM, GLADD, FIASCO, & EDMONDS P.C.

ATKINSON, BRITTINGHAM, GLADD, FIASCO, & EDMONDS P.C.EIN 73-1030628Plan #001PY 2024

1500 PARK CENTRE, 525 S. MAIN - TULSA, OK 74103918-582-8877

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$17.7M

+5.6% from 2023

Total participants

+9.1% from 2023

Average account balance

$340,785

+7.6% from 2023

Annual return

12.72%

-6.15 pp from 2023

Benchmarks

See 28,910 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,910 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.72M

Not enough data

1 years with asset history on file

Average account balance

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

$341K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$220K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28227

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 codes2E2J2F2G2R3D3H2T

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$1.5M

$36695 / participant

Other / not subdivided$1M100.0%

% of EOY assets

8.283%

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

$340,785

$102,382+232.9%

$147,005+131.8%

$80,874+321.4%

Participation rate

80.0%

75.8%+4.2pp

82.2%-2.2pp

67.6%+12.4pp

Annual return

12.72%

134.89%-122.2pp

418.76%-406.0pp

35.62%-22.9pp

Employer contribution / active EE

$1,490

$3,715-59.9%

$4,934-69.8%

$2,756-45.9%

Participant deferral / active EE

$4,011

$6,646-39.7%

$8,070-50.3%

$4,297-6.7%

Admin fee / account holder

$28,227

$7,942+255.4%

$13,006+117.0%

$6,935+307.0%

ATKINSON, BRITTINGHAM, GLADD, FIASCO & EDMONDS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATKINSON, BRITTINGHAM, GLADD, FIASCO & EDMONDS 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