Retirement plan

TREON & SHOOK, P.L.L.C. PROFIT SHARING PLAN

Name: TREON & SHOOK, P.L.L.C. - TREON & SHOOK, P.L.L.C. PROFIT SHARING PLAN (2024) Form 5500
Creator: TREON & SHOOK, P.L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TREON & SHOOK, P.L.L.C. PROFIT SHARING PLAN, TREON & SHOOK, P.L.L.C.

TREON & SHOOK, P.L.L.C.EIN 74-3110050Plan #001PY 2024

4600 N 12TH ST - PHOENIX, AZ 85014602-265-7100LinkedIn1-10 employeeslegal services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.7M

+25.6% from 2023

Total participants

0.0% from 2023

Average account balance

$281,936

+46.5% from 2023

Annual return

19.97%

-1.94 pp from 2023

Benchmarks

See 143,921 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,921 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.69M

Not enough data

1 years with asset history on file

Average account balance

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

$282K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+19.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$760

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 codes2F2G2T3D2E2J2R

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.

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

$5K

$912 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.270%

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

$281,936

$159,978+76.2%

$147,041+91.7%

$145,978+93.1%

Participation rate

80.0%

84.0%-4.0pp

82.2%-2.2pp

80.3%-0.3pp

Annual return

19.97%

98.36%-78.4pp

419.21%-399.2pp

550.52%-530.5pp

Employer contribution / active EE

$2,856

$5,288-46.0%

$4,935-42.1%

$4,662-38.7%

Participant deferral / active EE

$12,200

$8,429+44.7%

$8,071+51.2%

$6,690+82.4%

Admin fee / account holder

$760

$15,053-94.9%

$13,006-94.2%

$13,400-94.3%

TREON & SHOOK, P.L.L.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TREON & SHOOK, P.L.L.C. 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