Retirement plan

PACHULSKI STANG ZIEHL & JONES LLP 401K PROFIT SHARING PLAN

Name: PACHULSKI STANG ZIEHL & JONES LLP - PACHULSKI STANG ZIEHL & JONES LLP 401K PROFIT SHARING PLAN (2017) 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 401K PROFIT SHARING PLAN, PACHULSKI STANG ZIEHL & JONES LLP

PACHULSKI STANG ZIEHL & JONES LLPEIN 95-3823150Plan #002PY 2017

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

Other plans on this EIN

1 filing

#001Retirement-$68.3M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.2M

+22.4% from 2016

Total participants

0.0% from 2016

Average account balance

$287,418

+26.2% from 2016

Annual return

15.38%

+5.31 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.06M

Not enough data

1 years with asset history on file

Average account balance

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

$452K

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.

108.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$517K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+18.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$876

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

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.
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

$18K

$704 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.191%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$287,418

$85,766+235.1%

$136,297+110.9%

$70,131+309.8%

Participation rate

96.0%

74.2%+21.8pp

81.9%+14.1pp

69.5%+26.5pp

Annual return

15.38%

31.45%-16.1pp

5156.16%-5140.8pp

73.14%-57.8pp

Employer contribution / active EE

$6,463

$2,966+117.9%

$4,696+37.6%

$2,342+175.9%

Participant deferral / active EE

$14,754

$5,051+192.1%

$6,247+136.2%

$3,332+342.8%

Admin fee / account holder

$550

$5,420-89.9%

$9,244-94.1%

$4,645-88.2%

PACHULSKI STANG ZIEHL & JONES LLP 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PACHULSKI STANG ZIEHL & JONES LLP 401K 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