Retirement plan

GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLAN

Name: GURSEY SCHNEIDER LLP - GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: GURSEY SCHNEIDER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLAN, GURSEY SCHNEIDER LLP

GURSEY SCHNEIDER LLPEIN 95-3309779Plan #004PY 2024

2121 AVENUE OF THE STARS, STE 1300 - LOS ANGELES, CA 90067310-552-0960gursey.comLinkedIn201-500 employeesaccounting

Other plans on this EIN

1 filing

#005Retirement-$21.5M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$28.3M

+20.9% from 2023

Total participants

252

+12.5% from 2023

Average account balance

$112,288

+7.5% from 2023

Annual return

13.75%

+0.33 pp from 2023

Benchmarks

See 6,280 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,280 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.30M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

252

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.04M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$278

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 3 by compensation

Provider	Service type	Compensation
EPIC RETIREMENT PLAN SERVICES2 years Filed as: SFG RETIREMENT PLAN CONSULTING Service code 15 · EIN 46-4984194	Recordkeeping	$53,570
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 15 · EIN 13-3036745	Recordkeeping	$13,877
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984	Other Services	$0

Plan features & details

Pension benefit codes2A2E2G3B3D

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.
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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$70K

$363 / participant

Investment mgmt$70K100.0%

% of EOY assets

0.248%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ELLIN & TUCKER, CHARTERED
Auditor EIN: 520959934
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,288

$101,653+10.5%

$147,080-23.7%

$74,459+50.8%

Participation rate

100.0%

75.6%+24.4pp

82.2%+17.8pp

67.2%+32.8pp

Annual return

13.75%

8754.98%-8741.2pp

420.17%-406.4pp

1369.70%-1356.0pp

Employer contribution / active EE

$10,587

$3,813+177.6%

$4,933+114.6%

$2,626+303.2%

Participant deferral / active EE

$7,304-100.0%

$8,066-100.0%

$4,350-100.0%

Admin fee / account holder

$278

$1,752-84.1%

$12,989-97.9%

$1,945-85.7%

Provider

Service type

Compensation

EPIC RETIREMENT PLAN SERVICES2 years

Filed as: SFG RETIREMENT PLAN CONSULTING

Service code 15 · EIN 46-4984194

Recordkeeping

$53,570

ADP BROKER-DEALER1 year

Filed as: ADP INC

Service code 15 · EIN 13-3036745

Recordkeeping

$13,877

ADP BROKER-DEALER2 years

Service code 49 · EIN 22-3319984

Other Services

GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GURSEY SCHNEIDER LLP RETIREMENT SAVINGS 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