Retirement plan

PACHULSKI, STANG, ZIEHL, & JONES LLP PROFIT SHARING PLAN

Name: PACHULSKI STANG ZIEHL & JONES LLP - PACHULSKI, STANG, ZIEHL, & JONES LLP PROFIT SHARING PLAN (2023) 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 2023

10100 SANTA MONICA BLVD 13TH FLOOR - LOS ANGELES, CA 900674111310-277-6910pszjlaw.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$14.9M assets

Prospect flagsHigh retiree %High assets / participant

How to read this page

Total assets (EOY)

$126.6M

+22.2% from 2022

Total participants

132

-2.9% from 2022

Average account balance

$959,168

+25.9% from 2022

Annual return

19.40%

+36.65 pp from 2022

Benchmarks

See 28,714 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,714 peers

Snapshot2023

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 4 by compensation

Provider	Service type	Compensation
SIGNATURE ESTATE & INVESTMENT1 year Service code 26 · EIN 95-4806910	Advisory (Participants)	$14,413
BEACON POINTE ADVISORS LLC2 years Service code 26 · EIN 27-0636826	Advisory (Participants)	$13,741
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 33 · EIN 34-1479833	Float revenue; Securities brokerage; ...	$2,837
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO., INC Service code 15 · EIN 94-1737782	Recordkeeping	$2,056

Plan features & details

Pension benefit codes2A2E2F2G2J2R3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$3K

$29 / participant

Contract admin$3K100.0%

% of EOY assets

0.002%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$959,168

$93,589+924.9%

$135,942+605.6%

$75,181+1175.8%

Participation rate

100.0%

75.2%+24.8pp

81.9%+18.1pp

67.2%+32.8pp

Annual return

19.40%

30.90%-11.5pp

68.28%-48.9pp

160.69%-141.3pp

Employer contribution / active EE

$20,276

$3,537+473.2%

$4,858+317.4%

$2,671+659.3%

Participant deferral / active EE

$18,500

$6,405+188.8%

$7,759+138.4%

$4,126+348.4%

Admin fee / account holder

$21

$6,977-99.7%

$10,764-99.8%

$5,650-99.6%

Provider

Service type

Compensation

SIGNATURE ESTATE & INVESTMENT1 year

Service code 26 · EIN 95-4806910

Advisory (Participants)

$14,413

BEACON POINTE ADVISORS LLC2 years

Service code 26 · EIN 27-0636826

Advisory (Participants)

$13,741

CHARLES SCHWAB & CO., INC.9+ years

Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN

Service code 33 · EIN 34-1479833

Float revenue; Securities brokerage; ...

$2,837

CHARLES SCHWAB & CO., INC.9+ years

Filed as: CHARLES SCHWAB & CO., INC

Service code 15 · EIN 94-1737782

Recordkeeping

$2,056

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