Retirement plan

IMAI, TADLOCK, KEENEY & CORDERY, LLP 401(K) PROFIT SHARING PLAN

Name: IMAI, TADLOCK, KEENEY & CORDERY, LLP - IMAI, TADLOCK, KEENEY & CORDERY, LLP 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: IMAI, TADLOCK, KEENEY & CORDERY, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMAI, TADLOCK, KEENEY & CORDERY, LLP 401(K) PROFIT SHARING PLAN, IMAI, TADLOCK, KEENEY & CORDERY, LLP

IMAI, TADLOCK, KEENEY & CORDERY, LLPEIN 94-3111343Plan #002PY 2024

1660 S. AMPHLETT BLVD., SUITE 300 - SAN MATEO, CA 94402415-675-7000

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+17.4% from 2023

Total participants

+5.9% from 2023

Average account balance

$149,347

+17.4% from 2023

Annual return

14.52%

-3.88 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.54M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

188.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3224

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 codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$55K

$6091 / participant

Other / not subdivided$55K100.0%

% of EOY assets

2.159%

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

$149,347

$160,028-6.7%

$147,080+1.5%

$145,884+2.4%

Participation rate

88.9%

84.0%+4.9pp

82.2%+6.7pp

80.3%+8.6pp

Annual return

14.52%

98.60%-84.1pp

420.17%-405.6pp

551.85%-537.3pp

Employer contribution / active EE

$3,230

$5,286-38.9%

$4,933-34.5%

$4,662-30.7%

Participant deferral / active EE

$9,817

$8,422+16.6%

$8,066+21.7%

$6,690+46.7%

Admin fee / account holder

$3,224

$15,030-78.5%

$12,989-75.2%

$13,392-75.9%

IMAI, TADLOCK, KEENEY & CORDERY, LLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMAI, TADLOCK, KEENEY & CORDERY, LLP 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