Retirement plan

BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN

Name: BUCHALTER, A PROFESSIONAL CORPORATION - BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN (2022) 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 2022

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

Other plans on this EIN

2 filings

#002Retirement-$150.1M assets #003Retirement-$23.2M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$19.7M

-20.3% from 2021

Total participants

180

+17.6% from 2021

Average account balance

$113,125

-31.3% from 2021

Annual return

-23.88%

-37.19 pp from 2021

Benchmarks

See 5,987 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,987 peers

Snapshot2022

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 2 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969	Participant loan processing; Recordke...	$32,142
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH RETIREMENT Service code 26 11951 FREEDOM DR · RESTON, VA 20190	Advisory (Participants)	$13,816

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

$28K

$231 / participant

Investment mgmt$14K49.0%
Contract admin$12K42.1%
Other / not subdivided$3K8.9%

% of EOY assets

0.143%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$113,125

$84,493+33.9%

$125,381-9.8%

$66,938+69.0%

Participation rate

95.1%

76.4%+18.7pp

82.4%+12.7pp

69.8%+25.3pp

Annual return

-23.88%

-8.49%-15.4pp

572.31%-596.2pp

1.58%-25.5pp

Employer contribution / active EE

$3,554-100.0%

$4,815-100.0%

$2,545-100.0%

Participant deferral / active EE

$15,715

$6,783+131.7%

$7,448+111.0%

$4,238+270.8%

Admin fee / account holder

$162

$685-76.3%

$10,007-98.4%

$594-72.7%

Provider

Service type

Compensation

NEWPORT GROUP, INC.5 years

Service code 12 · EIN 27-2037969

Participant loan processing; Recordke...

$32,142

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH RETIREMENT

Service code 26

11951 FREEDOM DR · RESTON, VA 20190

Advisory (Participants)

$13,816

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