Retirement plan

KENDALL LAW, A PROFESSIONAL LAW CORPORATION 401(K) PLAN

Name: KENDALL LAW, A PROFESSIONAL LAW CORPORATION - KENDALL LAW, A PROFESSIONAL LAW CORPORATION 401(K) PLAN (2025) Form 5500
Creator: KENDALL LAW, A PROFESSIONAL LAW CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KENDALL LAW, A PROFESSIONAL LAW CORPORATION 401(K) PLAN, KENDALL LAW, A PROFESSIONAL LAW CORPORATION

KENDALL LAW, A PROFESSIONAL LAW CORPORATIONEIN 82-0623833Plan #001PY 2025

1230 CRENSHAW BLVD, STE 101 - TORRANCE, CA 90501310-619-4941kendalllaw.netLinkedIn1-10 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$215K

+52.4% from 2024

Total participants

-23.1% from 2024

Average account balance

$21,541

-39.0% from 2024

Annual return

17.58%

+3.37 pp from 2024

Benchmarks

See 48,821 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort48,821 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$215K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$444

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$493 / participant

Other / not subdivided$4K100.0%

% of EOY assets

2.061%

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

$21,541

$155,555-86.2%

$146,866-85.3%

$155,188-86.1%

Participation rate

100.0%

84.0%+16.0pp

82.5%+17.5pp

80.8%+19.2pp

Annual return

17.58%

115.41%-97.8pp

102.85%-85.3pp

148.84%-131.3pp

Employer contribution / active EE

$2,285

$4,647-50.8%

$4,425-48.4%

$4,248-46.2%

Participant deferral / active EE

$3,188

$8,044-60.4%

$7,759-58.9%

$6,531-51.2%

Admin fee / account holder

$444

$14,755-97.0%

$13,620-96.7%

$14,480-96.9%

KENDALL LAW, A PROFESSIONAL LAW CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KENDALL LAW, A PROFESSIONAL LAW CORPORATION 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