Retirement plan

LITTLER MENDELSON FROZEN PROFIT SHARING PLAN

Name: LITTLER MENDELSON - LITTLER MENDELSON FROZEN PROFIT SHARING PLAN (2020) Form 5500
Creator: LITTLER MENDELSON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LITTLER MENDELSON FROZEN PROFIT SHARING PLAN, LITTLER MENDELSON

LITTLER MENDELSONEIN 94-2602731Plan #001PY 2020

333 BUSH ST 34TH FL - SAN FRANCISCO, CA 94104415-433-1940

Other plans on this EIN

2 filings

#003Retirement-$819.1M assets #004Retirement-$3.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$683K

-10.7% from 2017

Total participants

+20.0% from 2017

Average account balance

$170,786

-10.7% from 2017

Annual return

2.42%

-12.11 pp from 2017

Benchmarks

See 120,726 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,726 peers

Snapshot2020

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

+8.69%

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 codes2F2G2T3D2E

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$170,786

$165,407+3.3%

$149,751+14.0%

$158,988+7.4%

Participation rate

80.0%

84.6%-4.6pp

82.5%-2.5pp

82.0%-2.0pp

Annual return

2.42%

348.32%-345.9pp

276.71%-274.3pp

303.00%-300.6pp

Employer contribution / active EE

$5,105-100.0%

$4,646-100.0%

$4,763-100.0%

Participant deferral / active EE

$7,183-100.0%

$6,843-100.0%

$5,983-100.0%

Admin fee / account holder

$10,812-100.0%

$9,312-100.0%

$11,252-100.0%

LITTLER MENDELSON FROZEN PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LITTLER MENDELSON FROZEN PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion