Retirement plan

BERRY & BERRY, P.C. PENSION PLAN

Name: BERRY & BERRY, P.C. DBA SPANOS PRZETAK - BERRY & BERRY, P.C. PENSION PLAN (2015) Form 5500
Creator: BERRY & BERRY, P.C. DBA SPANOS PRZETAK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERRY & BERRY, P.C. PENSION PLAN, BERRY & BERRY, P.C. DBA SPANOS PRZETAK

BERRY & BERRY, P.C. DBA SPANOS PRZETAKEIN 94-2384224Plan #001PY 2015

475 14TH ST. SUITE 550 - OAKLAND, CA 94612510-250-0200LinkedIn51-200 employeeslegal services

Other plans on this EIN

1 filing

#002Retirement-$5.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.4M

No prior year

Total participants

No prior year

Average account balance

$72,751

No prior year

Annual return

0.92%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-98.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2T3D2C2R

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$3.3M

$83121 / participant

Other / not subdivided$3M100.0%

% of EOY assets

61.759%

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

$72,751

$72,177+0.8%

$115,037-36.8%

$59,632+22.0%

Participation rate

97.5%

72.6%+24.9pp

81.4%+16.1pp

68.7%+28.8pp

Annual return

0.92%

12.02%-11.1pp

26.14%-25.2pp

2041.32%-2040.4pp

Employer contribution / active EE

$7,492

$2,841+163.7%

$4,608+62.6%

$2,203+240.2%

Participant deferral / active EE

$4,783-100.0%

$6,026-100.0%

$3,192-100.0%

Admin fee / account holder

$44,930

$4,927+811.9%

$8,175+449.6%

$4,297+945.6%

BERRY & BERRY, P.C. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERRY & BERRY, P.C. PENSION 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