Retirement plan

BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN

Name: BUCHALTER, A PROFESSIONAL CORPORATION - BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN (2024) Form 5500
Creator: BUCHALTER, A PROFESSIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN, BUCHALTER, A PROFESSIONAL CORPORATION

BUCHALTER, A PROFESSIONAL CORPORATIONEIN 95-2640846Plan #004PY 2024

1000 WILSHIRE BOULEVARD, SUITE 1500 - LOS ANGELES, CA 900172457213-891-5661LinkedIn11-50 employees

Other plans on this EIN

2 filings

#002Retirement-$209.3M assets #003Retirement-$32.1M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$27M

+1.4% from 2016

Total participants

-9.7% from 2016

Average account balance

+12.3% from 2016

Annual return

9.36%

+0.36 pp from 2016

Benchmarks

See 143,415 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,415 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.96M

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

$2.49M

Not enough data

1 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

+9.36%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969	Participant loan processing; Recordke...	$31,088
MERRILL LYNCH PIERCE FENNER & SMITH3 years Filed as: MERRILL LYNCH RETIREMENT Service code 26 11951 FREEDOM DR · RESTON, VA 20190	Advisory (Participants)	$24,300
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131	Bank Trustee	$9,378

Plan features & details

Pension benefit codes2E2F2G2J2R3D3F

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$64K

Recordkeeping$12K19.0%
Trustee / custodial$9K14.7%
Investment mgmt$23K36.7%
Contract admin$19K29.7%

% of EOY assets

0.237%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$160,070-100.0%

$147,117-100.0%

$145,897-100.0%

Participation rate

0.0%

84.0%-84.0pp

82.2%-82.2pp

80.3%-80.3pp

Annual return

9.36%

98.69%-89.3pp

420.54%-411.2pp

552.29%-542.9pp

Employer contribution / active EE

$5,285-100.0%

$4,932-100.0%

$4,663-100.0%

Participant deferral / active EE

$8,419-100.0%

$8,065-100.0%

$6,689-100.0%

Admin fee / account holder

$15,035-100.0%

$12,993-100.0%

$13,390-100.0%

Provider

Service type

Compensation

NEWPORT GROUP, INC.7 years

Service code 12 · EIN 27-2037969

Participant loan processing; Recordke...

$31,088

MERRILL LYNCH PIERCE FENNER & SMITH3 years

Filed as: MERRILL LYNCH RETIREMENT

Service code 26

11951 FREEDOM DR · RESTON, VA 20190

Advisory (Participants)

$24,300

NEWPORT GROUP, INC.1 year

Filed as: NEWPORT TRUST COMPANY

Service code 21 · EIN 27-4411131

Bank Trustee

$9,378

BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUCHALTER ASSOCIATE ATTORNEY 401(K) 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