Retirement plan

BOLANOS LABOR LAW, LLC 401(K) SAVINGS PLAN

Name: BOLANOS LABOR LAW, LLC - BOLANOS LABOR LAW, LLC 401(K) SAVINGS PLAN (2025) Form 5500
Creator: BOLANOS LABOR LAW, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOLANOS LABOR LAW, LLC 401(K) SAVINGS PLAN, BOLANOS LABOR LAW, LLC

BOLANOS LABOR LAW, LLCEIN 84-2705188Plan #001PY 2025

16 SOUTH MAIN STREET - PITTSFORD, NY 14534585-643-8440

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$478K

-43.8% from 2024

Total participants

0.0% from 2024

Average account balance

$79,714

-34.5% from 2024

Annual return

16.59%

+3.10 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

$478K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+16.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95200

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 codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$571K

$142800 / participant

Other / not subdivided$571K100.0%

% of EOY assets

119.427%

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

$79,714

$155,555-48.8%

$146,866-45.7%

$155,188-48.6%

Participation rate

75.0%

84.0%-9.0pp

82.5%-7.5pp

80.8%-5.8pp

Annual return

16.59%

115.41%-98.8pp

102.85%-86.3pp

148.84%-132.2pp

Employer contribution / active EE

$7,204

$4,647+55.0%

$4,425+62.8%

$4,248+69.6%

Participant deferral / active EE

$6,958

$8,044-13.5%

$7,759-10.3%

$6,531+6.5%

Admin fee / account holder

$95,200

$14,755+545.2%

$13,620+599.0%

$14,480+557.5%

BOLANOS LABOR LAW, LLC 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOLANOS LABOR LAW, LLC 401(K) SAVINGS 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