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 (2021) 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 2021

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

Other plans on this EIN

1 filing

#001Retirement-$126.2M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$16M

+16.7% from 2020

Total participants

+6.3% from 2020

Average account balance

$498,738

+9.4% from 2020

Annual return

14.90%

-10.96 pp from 2020

Benchmarks

See 27,004 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort27,004 peers

Snapshot2021

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

$347K

$13358 / participant

Other / not subdivided$347K100.0%

% of EOY assets

2.176%

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

$498,738

$105,200+374.1%

$159,474+212.7%

$85,847+481.0%

Participation rate

92.3%

75.8%+16.5pp

82.8%+9.5pp

69.3%+23.0pp

Annual return

14.90%

45.08%-30.2pp

263.68%-248.8pp

318.61%-303.7pp

Employer contribution / active EE

$6,630

$3,319+99.8%

$4,831+37.2%

$2,565+158.4%

Participant deferral / active EE

$16,392

$5,946+175.7%

$7,353+122.9%

$3,952+314.8%

Admin fee / account holder

$10,854

$6,934+56.5%

$10,802+0.5%

$6,261+73.4%

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