Retirement plan

FENNEMORE CRAIG RETIREMENT PLAN FOR DIRECTORS AND STAFF

Name: FENNEMORE CRAIG P.C. - FENNEMORE CRAIG RETIREMENT PLAN FOR DIRECTORS AND STAFF (2024) Form 5500
Creator: FENNEMORE CRAIG P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FENNEMORE CRAIG RETIREMENT PLAN FOR DIRECTORS AND STAFF, FENNEMORE CRAIG P.C.

FENNEMORE CRAIG P.C.EIN 86-0293128Plan #001PY 2024

2394 E CAMELBACK RD STE 600 - PHOENIX, AZ 850169077602-916-5273fennemorelaw.comLinkedIn501-1000 employeeslaw practice

Other plans on this EIN

1 filing

#003Retirement-$10.6M assets

Prospect flagsHigh feesHigh assets / participant

Top hat statement on fileNQDC

Filed October 2, 1992

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$265.9M

+16.2% from 2023

Total participants

759

+25.2% from 2023

Average account balance

$354,495

-7.3% from 2023

Annual return

17.89%

-19.18 pp from 2023

Benchmarks

See 3,315 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,315 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$265.87M

Not enough data

1 years with asset history on file

Average account balance

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

$354K

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.

750

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+17.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$338

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609	Advisory (Participants)	$89,453
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 780216 · PHILADELPHIA, PA 19178	Recordkeeping	$83,925
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 PO BOX 780216 · PHILADELPHIA, PA 19178	Advisory (Participants)	$49,633
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 PO BOX 31001-2443 · PASADENA, CA 91110	Accounting	$19,950
EDBERG & PERRY INC5 years Filed as: EDBERG PERRY LLC Service code 26 · EIN 83-2658560 2225 WHISPERING WIND DR STE 200 · PHOENIX, AZ 85085	Advisory (Participants)	$4,000

Plan features & details

Pension benefit codes2A2E2F2G2J2K2R2S2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.

Opportunity flags

2 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$254K

$456 / participant

Recordkeeping$84K33.1%
Investment mgmt$146K57.4%
Other / not subdivided$24K9.5%

% of EOY assets

0.095%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CLIFTONLARSONALLEN
Auditor EIN: 410746749
Audit fees: $19,950
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$354,495

$106,028+234.3%

$146,958+141.2%

$77,643+356.6%

Participation rate

98.4%

78.4%+20.0pp

82.2%+16.2pp

70.6%+27.8pp

Annual return

17.89%

56.73%-38.8pp

418.34%-400.5pp

31.24%-13.4pp

Employer contribution / active EE

$11,778

$4,063+189.9%

$4,933+138.8%

$2,726+332.1%

Participant deferral / active EE

$12,084

$7,990+51.2%

$8,070+49.7%

$4,647+160.0%

Admin fee / account holder

$338

$337+0.2%

$12,998-97.4%

$430-21.5%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC2 years

Filed as: CAPFINANCIAL PARTNERS

Service code 26 · EIN 26-0058143

4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609

Advisory (Participants)

$89,453

THE VANGUARD GROUP, INC.10+ years

Filed as: THE VANGUARD GROUP

Service code 15 · EIN 23-1945930

PO BOX 780216 · PHILADELPHIA, PA 19178

Recordkeeping

$83,925

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD ADVISERS INC

Service code 26 · EIN 23-2811930

PO BOX 780216 · PHILADELPHIA, PA 19178

Advisory (Participants)

$49,633

CLIFTONLARSONALLEN LLP7 years

Service code 10 · EIN 41-0746749

PO BOX 31001-2443 · PASADENA, CA 91110

Accounting

$19,950

EDBERG & PERRY INC5 years

Filed as: EDBERG PERRY LLC

Service code 26 · EIN 83-2658560

2225 WHISPERING WIND DR STE 200 · PHOENIX, AZ 85085

Advisory (Participants)

$4,000

FENNEMORE CRAIG RETIREMENT PLAN FOR DIRECTORS AND STAFF

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FENNEMORE CRAIG RETIREMENT PLAN FOR DIRECTORS AND STAFF

Top hat statement on fileNQDC

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