Retirement plan

DECONCINI MCDONALD YETWIN & LACY, PC 401(K) PROFIT SHARING PLAN

Name: DECONCINI MCDONALD YETWIN & LACY PC - DECONCINI MCDONALD YETWIN & LACY, PC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: DECONCINI MCDONALD YETWIN & LACY PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DECONCINI MCDONALD YETWIN & LACY, PC 401(K) PROFIT SHARING PLAN, DECONCINI MCDONALD YETWIN & LACY PC

DECONCINI MCDONALD YETWIN & LACY PCEIN 86-0270638Plan #001PY 2024

2525 E. BROADWAY, SUITE 200 - TUCSON, AZ 857165303520-322-5000deconcinimcdonald.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13M

+7.3% from 2023

Total participants

0.0% from 2023

Average account balance

$202,556

+7.3% from 2023

Annual return

16.29%

+0.32 pp from 2023

Benchmarks

See 28,877 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,877 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.96M

Not enough data

1 years with asset history on file

Average account balance

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

$203K

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.

168.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$410K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23280

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 codes2E2F2H2J3D

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).
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.
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

$1.5M

$39208 / participant

Other / not subdivided$1M100.0%

% of EOY assets

11.493%

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

$202,556

$102,429+97.8%

$147,096+37.7%

$80,925+150.3%

Participation rate

100.0%

75.9%+24.1pp

82.2%+17.8pp

67.7%+32.3pp

Annual return

16.29%

135.02%-118.7pp

419.75%-403.5pp

35.65%-19.4pp

Employer contribution / active EE

$1,418

$3,716-61.8%

$4,936-71.3%

$2,756-48.6%

Participant deferral / active EE

$9,370

$6,649+40.9%

$8,071+16.1%

$4,299+118.0%

Admin fee / account holder

$23,280

$7,957+192.6%

$13,005+79.0%

$6,940+235.4%

DECONCINI MCDONALD YETWIN & LACY, PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DECONCINI MCDONALD YETWIN & LACY, PC 401(K) 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