Retirement plan

ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN

Name: ZIFFREN BRITTENHAM LLP - ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN (2023) 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 2023

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

Prospect flagsHigh feesHigh assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$62M

+11.4% from 2022

Total participants

112

+1.8% from 2022

Average account balance

$607,683

+19.0% from 2022

Annual return

15.33%

+29.12 pp from 2022

Benchmarks

See 28,722 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,722 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO3 years Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846	Recordkeeping	$109,455
DANIELLE HOYLE3 years Filed as: DANIELLE PRUNIER Service code 26 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067	Advisory (Participants)	$108,627
LINDBROOK CAPITAL, LLC3 years Service code 26 10877 WILSHIRE BLVD · LOS ANGELES, CA 90024	Advisory (Participants)	$18,406
EILEEN DUPONT3 years Filed as: EILEEN BOHN Service code 26 1999 AVENUE OF THE STARS · LOS ANGELES, CA 90067	Advisory (Participants)	$16,824
MARK NARDELLA3 years Filed as: MARK TUNNEY Service code 26 2000 AVENUE OF THE STARS · LOS ANGELES, CA 90067	Advisory (Participants)	$11,144
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674	Direct payment from the plan; Trustee...	$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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$266K

$3906 / participant

Recordkeeping$109K41.2%
Investment mgmt$155K58.4%
Other / not subdivided$1K0.4%

% of EOY assets

0.428%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ARMANINO LLP
Auditor EIN: 946214841
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$607,683

$93,571+549.4%

$135,903+347.1%

$75,163+708.5%

Participation rate

85.3%

75.2%+10.1pp

81.9%+3.4pp

67.2%+18.1pp

Annual return

15.33%

30.90%-15.6pp

68.23%-52.9pp

160.62%-145.3pp

Employer contribution / active EE

$42,118

$3,537+1090.9%

$4,856+767.3%

$2,670+1477.6%

Participant deferral / active EE

$11,052

$6,404+72.6%

$7,758+42.5%

$4,125+167.9%

Admin fee / account holder

$2,604

$6,975-62.7%

$10,762-75.8%

$5,651-53.9%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO3 years

Filed as: ONEAMERICA RETIREMENT SERVICES

Service code 15 · EIN 46-5378846

Recordkeeping

$109,455

DANIELLE HOYLE3 years

Filed as: DANIELLE PRUNIER

Service code 26

2049 CENTURY PARK EAST · LOS ANGELES, CA 90067

Advisory (Participants)

$108,627

LINDBROOK CAPITAL, LLC3 years

Service code 26

10877 WILSHIRE BLVD · LOS ANGELES, CA 90024

Advisory (Participants)

$18,406

EILEEN DUPONT3 years

Filed as: EILEEN BOHN

Service code 26

1999 AVENUE OF THE STARS · LOS ANGELES, CA 90067

Advisory (Participants)

$16,824

MARK NARDELLA3 years

Filed as: MARK TUNNEY

Service code 26

2000 AVENUE OF THE STARS · LOS ANGELES, CA 90067

Advisory (Participants)

$11,144

MATRIX TRUST COMPANY3 years

Service code 18 · EIN 75-3182674

Direct payment from the plan; Trustee...

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