Retirement plan

GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP PROFIT SHARING PLAN

Name: GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP - GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP PROFIT SHARING PLAN (2024) Form 5500
Creator: GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP PROFIT SHARING PLAN, GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP

GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLPEIN 77-0409988Plan #001PY 2024

550 ALLERTON ST - REDWOOD CITY, CA 94063650-321-2400

Other plans on this EIN

1 filing

#002Retirement-$79.9M assets

Prospect flagsHigh feesHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$264.3M

-10.1% from 2016

Total participants

960

-0.8% from 2016

Average account balance

$275,284

-8.5% from 2016

Annual return

15.41%

-10.79 pp from 2016

Benchmarks

See 3,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,296 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$264.27M

Not enough data

1 years with asset history on file

Average account balance

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

$275K

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.

960

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

$19.83M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+15.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$355

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 7 by compensation

Provider	Service type	Compensation
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 28 330 E KILBOURN AVE · MILWAUKEE, WI 53202	Investment Management	$172,024
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846	Recordkeeping	$125,841
AB FUNDS10+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 40-6302077	Investment Management	$27,738
MERRILL LYNCH PIERCE FENNER & SMITH3 years Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085	Investment Management	$14,737
CHARLES SCHWAB & CO., INC.1 year Filed as: CHAARLES SCHWAB & CO Service code 28	Investment Management	$0
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO Service code 28 · EIN 94-1737782	Investment Management	$0
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3B3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

3 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$340K

$534 / participant

Recordkeeping$126K37.0%
Investment mgmt$214K63.0%

% of EOY assets

0.129%

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: WITHUMSMITHBROWN PC
Auditor EIN: 222027092
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$275,284

$106,264+159.1%

$147,117+87.1%

$77,762+254.0%

Participation rate

100.0%

78.4%+21.6pp

82.2%+17.8pp

70.6%+29.4pp

Annual return

15.41%

56.94%-41.5pp

420.54%-405.1pp

31.27%-15.9pp

Employer contribution / active EE

$13,488

$4,074+231.1%

$4,932+173.4%

$2,728+394.4%

Participant deferral / active EE

$17,637

$8,003+120.4%

$8,065+118.7%

$4,651+279.2%

Admin fee / account holder

$355

$334+6.0%

$12,993-97.3%

$433-18.1%

Provider

Service type

Compensation

NORTHWESTERN MUTUAL INVESTMENT SERV10+ years

Filed as: NORTHWESTERN MUTUAL INVESTMENT

Service code 28

330 E KILBOURN AVE · MILWAUKEE, WI 53202

Investment Management

$172,024

AMERICAN UNITED LIFE INSURANCE CO10+ years

Filed as: ONEAMERICA RETIREMENT SERVICES LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$125,841

AB FUNDS10+ years

Filed as: ALLIANCE BERNSTEIN LP

Service code 28 · EIN 40-6302077

Investment Management

$27,738

MERRILL LYNCH PIERCE FENNER & SMITH3 years

Filed as: MERRILL LYNCH

Service code 28 · EIN 13-5674085

Investment Management

$14,737

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHAARLES SCHWAB & CO

Service code 28

Investment Management

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO

Service code 28 · EIN 94-1737782

Investment Management

MATRIX TRUST COMPANY4 years

Service code 19 · EIN 75-3182674

Securities Custodian

GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP 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