Retirement plan

JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP 401(K) PLAN

Name: JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP - JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP 401(K) PLAN (2022) Form 5500
Creator: JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP 401(K) PLAN, JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP

JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLPEIN 95-3107705Plan #002PY 2022

601 SOUTH FIGUEROA ST SUITE 3460 - LOS ANGELES, CA 90017213-485-1555jonesbell.comLinkedIn11-50 employeeslegal services

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$2.1M

-25.3% from 2021

Total participants

-50.0% from 2021

Average account balance

$120,864

+49.4% from 2021

Annual return

-13.29%

-25.73 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.40M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11787

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 codes2E2G2J3D3B2T

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.
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.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$373K

$53239 / participant

Other / not subdivided$373K100.0%

% of EOY assets

18.138%

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

$120,864

$138,114-12.5%

$125,391-3.6%

$134,545-10.2%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-13.29%

750.88%-764.2pp

572.41%-585.7pp

418.37%-431.7pp

Employer contribution / active EE

$3,822

$5,246-27.1%

$4,816-20.6%

$4,742-19.4%

Participant deferral / active EE

$985

$7,801-87.4%

$7,448-86.8%

$6,401-84.6%

Admin fee / account holder

$21,922

$11,570+89.5%

$10,009+119.0%

$11,431+91.8%

JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JONES, BELL, ABBOTT, FLEMING & FITZGERALD, LLP 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