Retirement plan

BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN

Name: BUCHALTER, A PROFESSIONAL CORPORATION - BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN (2020) 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 2020

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

Other plans on this EIN

2 filings

#002Retirement-$148.9M assets #003Retirement-$18.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21.9M

+20.3% from 2019

Total participants

142

+9.2% from 2019

Average account balance

$160,822

+13.2% from 2019

Annual return

16.22%

-2.62 pp from 2019

Benchmarks

See 26,422 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,422 peers

Snapshot2020

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 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969	Recordkeeping and information managem...	$35,191

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$59 / participant

Contract admin$6K100.0%

% of EOY assets

0.026%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MILLER AND COMPANY, LLP
Auditor EIN: 951754087
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$160,822

$98,766+62.8%

$149,730+7.4%

$79,852+101.4%

Participation rate

93.7%

75.8%+17.9pp

82.5%+11.2pp

69.6%+24.0pp

Annual return

16.22%

27.43%-11.2pp

276.70%-260.5pp

31.72%-15.5pp

Employer contribution / active EE

$3,217-100.0%

$4,645-100.0%

$2,471-100.0%

Participant deferral / active EE

$14,900

$5,681+162.3%

$6,843+117.8%

$3,740+298.4%

Admin fee / account holder

$41

$6,052-99.3%

$9,310-99.6%

$5,306-99.2%

Provider

Service type

Compensation

NEWPORT GROUP, INC.3 years

Service code 12 · EIN 27-2037969

Recordkeeping and information managem...

$35,191

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