Retirement plan

ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN

Name: ZIFFREN BRITTENHAM LLP - ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: ZIFFREN BRITTENHAM LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN, ZIFFREN BRITTENHAM LLP

ZIFFREN BRITTENHAM LLPEIN 95-3303328Plan #002PY 2024

1801 CENTURY PARK WEST - LOS ANGELES, CA 900676409310-552-3388LinkedIn51-200 employeesentertainment

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$68.3M

+10.3% from 2023

Total participants

103

-8.0% from 2023

Average account balance

$704,544

+15.9% from 2023

Annual return

13.64%

-1.69 pp from 2023

Benchmarks

See 28,877 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,877 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$68.34M

Not enough data

1 years with asset history on file

Average account balance

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

$705K

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.

90.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+13.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2749

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 6 by compensation

Provider	Service type	Compensation
DANIELLE HOYLE4 years Filed as: DANIELLE PRUNIER Service code 26 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067	Advisory (Participants)	$116,052
AMERICAN UNITED LIFE INSURANCE CO4 years Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846	Recordkeeping	$110,038
EILEEN DUPONT4 years Filed as: EILEEN BOHN Service code 26 1999 AVENUE OF THE STARS · LOS ANGELES, CA 90067	Advisory (Participants)	$19,780
MARK NARDELLA4 years Filed as: MARK TUNNEY Service code 26 2000 AVENUE OF THE STARS · LOS ANGELES, CA 90067	Advisory (Participants)	$13,362
LINDBROOK CAPITAL, LLC4 years Service code 26 10877 WILSHIRE BLVD · LOS ANGELES, CA 90024	Advisory (Participants)	$11,629
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674	Float revenue; Custodial (other than ...	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2R2T3B3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$267K

$4167 / participant

Recordkeeping$105K39.3%
Investment mgmt$161K60.3%
Other / not subdivided$1K0.4%

% of EOY assets

0.390%

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: ARMANINO LLP
Auditor EIN: 332514127
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$704,544

$102,429+587.8%

$147,096+379.0%

$80,925+770.6%

Participation rate

90.6%

75.9%+14.8pp

82.2%+8.4pp

67.7%+23.0pp

Annual return

13.64%

135.02%-121.4pp

419.75%-406.1pp

35.65%-22.0pp

Employer contribution / active EE

$21,358

$3,716+474.8%

$4,936+332.7%

$2,756+674.9%

Participant deferral / active EE

$12,834

$6,649+93.0%

$8,071+59.0%

$4,299+198.6%

Admin fee / account holder

$2,749

$7,957-65.4%

$13,005-78.9%

$6,940-60.4%

Provider

Service type

Compensation

DANIELLE HOYLE4 years

Filed as: DANIELLE PRUNIER

Service code 26

2049 CENTURY PARK EAST · LOS ANGELES, CA 90067

Advisory (Participants)

$116,052

AMERICAN UNITED LIFE INSURANCE CO4 years

Filed as: ONEAMERICA RETIREMENT SERVICES

Service code 15 · EIN 46-5378846

Recordkeeping

$110,038

EILEEN DUPONT4 years

Filed as: EILEEN BOHN

Service code 26

1999 AVENUE OF THE STARS · LOS ANGELES, CA 90067

Advisory (Participants)

$19,780

MARK NARDELLA4 years

Filed as: MARK TUNNEY

Service code 26

2000 AVENUE OF THE STARS · LOS ANGELES, CA 90067

Advisory (Participants)

$13,362

LINDBROOK CAPITAL, LLC4 years

Service code 26

10877 WILSHIRE BLVD · LOS ANGELES, CA 90024

Advisory (Participants)

$11,629

MATRIX TRUST COMPANY4 years

Service code 18 · EIN 75-3182674

Float revenue; Custodial (other than ...

ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING 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