Retirement plan

BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN

Name: BUCHALTER, A PROFESSIONAL CORPORATION - BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN (2023) 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 2023

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

Other plans on this EIN

2 filings

#002Retirement-$178.3M assets #003Retirement-$30.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$24.6M

+24.8% from 2022

Total participants

194

+7.8% from 2022

Average account balance

$131,390

+16.1% from 2022

Annual return

20.71%

+44.58 pp from 2022

Benchmarks

See 6,231 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,231 peers

Snapshot2023

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.6 years Service code 12 · EIN 27-2037969	Recordkeeping fees; Claims processing...	$22,767
MERRILL LYNCH PIERCE FENNER & SMITH2 years Filed as: MERRILL LYNCH RETIREMENT Service code 26 11951 FREEDOM DR · RESTON, VA 20190	Advisory (Participants)	$18,057

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$41K

$302 / participant

Recordkeeping$7K16.2%
Investment mgmt$18K44.2%
Contract admin$16K39.6%

% of EOY assets

0.166%

all-in expense ratio

Categories reported

3 / 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

$131,390

$91,439+43.7%

$135,974-3.4%

$71,511+83.7%

Participation rate

94.8%

75.7%+19.2pp

81.9%+12.9pp

67.9%+26.9pp

Annual return

20.71%

29.90%-9.2pp

68.30%-47.6pp

28.86%-8.1pp

Employer contribution / active EE

$3,705-100.0%

$4,859-100.0%

$2,589-100.0%

Participant deferral / active EE

$16,762

$7,093+136.3%

$7,760+116.0%

$4,291+290.7%

Admin fee / account holder

$218

$1,267-82.8%

$10,767-98.0%

$1,588-86.3%

Provider

Service type

Compensation

NEWPORT GROUP, INC.6 years

Service code 12 · EIN 27-2037969

Recordkeeping fees; Claims processing...

$22,767

MERRILL LYNCH PIERCE FENNER & SMITH2 years

Filed as: MERRILL LYNCH RETIREMENT

Service code 26

11951 FREEDOM DR · RESTON, VA 20190

Advisory (Participants)

$18,057

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