Retirement plan

CAMPBELL LAW, P.C. 401(K) PLAN

Name: CAMPBELL LAW, P.C. - CAMPBELL LAW, P.C. 401(K) PLAN (2025) Form 5500
Creator: CAMPBELL LAW, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMPBELL LAW, P.C. 401(K) PLAN, CAMPBELL LAW, P.C.

CAMPBELL LAW, P.C.EIN 83-3127153Plan #001PY 2025

603 N MAIN ST - CROWN POINT, IN 46307205-278-6650callattorneycampbell.comLinkedIn1-10 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$137K

+41.1% from 2024

Total participants

0.0% from 2024

Average account balance

$34,128

+5.8% from 2024

Annual return

20.19%

+3.48 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$137K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+20.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3606

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 codes2F2G2H2S2T3D

Plan features

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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

$14K

$3606 / participant

Other / not subdivided$14K100.0%

% of EOY assets

10.567%

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

$34,128

$154,228-77.9%

$145,433-76.5%

$137,256-75.1%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

80.0%+20.0pp

Annual return

20.19%

74.59%-54.4pp

66.58%-46.4pp

220.34%-200.1pp

Employer contribution / active EE

$2,381

$4,804-50.4%

$4,554-47.7%

$4,156-42.7%

Participant deferral / active EE

$6,174

$8,216-24.9%

$7,897-21.8%

$6,407-3.6%

Admin fee / account holder

$3,606

$14,344-74.9%

$13,129-72.5%

$12,270-70.6%

CAMPBELL LAW, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMPBELL LAW, P.C. 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