Retirement plan

PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN

Name: PACHULSKI STANG ZIEHL & JONES LLP - PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN (2024) Form 5500
Creator: PACHULSKI STANG ZIEHL & JONES LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN, PACHULSKI STANG ZIEHL & JONES LLP

PACHULSKI STANG ZIEHL & JONES LLPEIN 95-3823150Plan #001PY 2024

10100 SANTA MONICA BOULEVARD, 13TH FLOOR - LOS ANGELES, CA 90067310-277-6910pszjlaw.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$18.1M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$148.2M

+17.1% from 2023

Total participants

140

+6.1% from 2023

Average account balance

$1,074,051

+12.0% from 2023

Annual return

15.32%

-4.08 pp from 2023

Benchmarks

See 6,278 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,278 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$148.22M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

138

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.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+15.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$746

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 5 by compensation

Provider	Service type	Compensation
SIGNATURE ESTATE & INVESTMENT2 years Service code 26 · EIN 95-4806910	Advisory (Participants)	$43,105
VICTORIA CAPITAL MANAGEMENT IN1 year Service code 26 · EIN 01-0650835	Advisory (Participants)	$21,543
CAPFINANCIAL PARTNERS LLC1 year Service code 26 · EIN 26-0058143	Advisory (Participants)	$16,779
BEACON POINTE ADVISORS LLC3 years Service code 26 · EIN 27-0636826	Advisory (Participants)	$16,237
CHARLES SCHWAB & CO., INC.1 year Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$2,616

Plan features & details

Pension benefit codes2A2E2F2G2J2S3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$103K

$927 / participant

Recordkeeping$5610.5%
Investment mgmt$102K99.5%

% of EOY assets

0.069%

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: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,074,051

$101,672+956.4%

$147,117+630.1%

$74,478+1342.1%

Participation rate

98.2%

75.5%+22.6pp

82.2%+16.0pp

67.2%+31.0pp

Annual return

15.32%

8757.83%-8742.5pp

420.54%-405.2pp

1370.56%-1355.2pp

Employer contribution / active EE

$19,089

$3,813+400.6%

$4,932+287.0%

$2,626+626.8%

Participant deferral / active EE

$17,226

$7,305+135.8%

$8,065+113.6%

$4,350+296.0%

Admin fee / account holder

$746

$1,753-57.4%

$12,993-94.3%

$1,946-61.7%

Provider

Service type

Compensation

SIGNATURE ESTATE & INVESTMENT2 years

Service code 26 · EIN 95-4806910

Advisory (Participants)

$43,105

VICTORIA CAPITAL MANAGEMENT IN1 year

Service code 26 · EIN 01-0650835

Advisory (Participants)

$21,543

CAPFINANCIAL PARTNERS LLC1 year

Service code 26 · EIN 26-0058143

Advisory (Participants)

$16,779

BEACON POINTE ADVISORS LLC3 years

Service code 26 · EIN 27-0636826

Advisory (Participants)

$16,237

CHARLES SCHWAB & CO., INC.1 year

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$2,616

PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACHULSKI STANG ZIEHL & JONES LLP 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