Retirement plan

STOLL STOLL BERNE LOKTING & SHLACHTER, P.C. EMPLOYEES' PROFIT SHARING PLAN

Name: STOLL STOLL BERNE LOKTING & SHLACHTER, P.C. - STOLL STOLL BERNE LOKTING & SHLACHTER, P.C. EMPLOYEES' PROFIT SHARING PLAN (2025) Form 5500
Creator: STOLL STOLL BERNE LOKTING & SHLACHTER, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STOLL STOLL BERNE LOKTING & SHLACHTER, P.C. EMPLOYEES' PROFIT SHARING PLAN, STOLL STOLL BERNE LOKTING & SHLACHTER, P.C.

STOLL STOLL BERNE LOKTING & SHLACHTER, P.C.EIN 93-0731818Plan #002PY 2025

209 SW OAK STREET, SUITE 500 - PORTLAND, OR 972042740503-227-1600ssbls.comLinkedIn11-50 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$12.1M

+2.3% from 2024

Total participants

-10.0% from 2024

Average account balance

$335,984

+13.7% from 2024

Annual return

16.76%

+4.94 pp from 2024

Benchmarks

See 20,558 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort20,558 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.10M

Not enough data

1 years with asset history on file

Average account balance

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

$336K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$538K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+16.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63529

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 codes2E2G2J3D2F2T

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).
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.
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

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

$2.3M

$84705 / participant

Other / not subdivided$2M100.0%

% of EOY assets

18.908%

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

$335,984

$106,749+214.7%

$145,433+131.0%

$82,448+307.5%

Participation rate

100.0%

75.6%+24.4pp

82.1%+17.9pp

68.1%+31.9pp

Annual return

16.76%

27.59%-10.8pp

66.58%-49.8pp

41.64%-24.9pp

Employer contribution / active EE

$6,617

$3,444+92.1%

$4,554+45.3%

$2,551+159.4%

Participant deferral / active EE

$13,303

$6,519+104.1%

$7,897+68.5%

$4,139+221.4%

Admin fee / account holder

$63,529

$8,390+657.2%

$13,129+383.9%

$7,234+778.2%

STOLL STOLL BERNE LOKTING & SHLACHTER, P.C. EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STOLL STOLL BERNE LOKTING & SHLACHTER, P.C. EMPLOYEES' 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