Retirement plan

GLASER, WEIL, FINK, HOWARD, AVCHEN & SHAPIRO, LLP 401(K) PLAN

Name: GLASER, WEIL, FINK, HOWARD, AVCHEN & SHAPIRO, LLP - GLASER, WEIL, FINK, HOWARD, AVCHEN & SHAPIRO, LLP 401(K) PLAN (2020) Form 5500
Creator: GLASER, WEIL, FINK, HOWARD, AVCHEN & SHAPIRO, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLASER, WEIL, FINK, HOWARD, AVCHEN & SHAPIRO, LLP 401(K) PLAN, GLASER, WEIL, FINK, HOWARD, AVCHEN & SHAPIRO, LLP

GLASER, WEIL, FINK, HOWARD, AVCHEN & SHAPIRO, LLPEIN 95-4156414Plan #004PY 2020

10250 CONSTELLATION BLVD., 19TH FLOOR - LOS ANGELES, CA 900676219310-553-3000LinkedIn51-200 employeeslegal services

Other plans on this EIN

1 filing

#002Retirement-$19.2M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$16.9M

+10.7% from 2019

Total participants

104

-28.3% from 2019

Average account balance

$190,446

+28.1% from 2019

Annual return

16.49%

-12.78 pp from 2019

Benchmarks

See 26,418 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort26,418 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-103.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 60 · EIN 04-2647786	Sub-TA Fees	-$62

Plan features & details

Pension benefit codes2F2G2J2R2T3B3D2E

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$27K

$408 / participant

Other / not subdivided$27K100.0%

% of EOY assets

0.157%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAYER HOFFMAN MCCANN P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$190,446

$98,776+92.8%

$149,745+27.2%

$79,856+138.5%

Participation rate

76.9%

75.8%+1.1pp

82.5%-5.6pp

69.6%+7.3pp

Annual return

16.49%

27.38%-10.9pp

276.72%-260.2pp

31.71%-15.2pp

Employer contribution / active EE

$3,217-100.0%

$4,646-100.0%

$2,471-100.0%

Participant deferral / active EE

$11,959

$5,681+110.5%

$6,843+74.8%

$3,741+219.7%

Admin fee / account holder

$298

$6,053-95.1%

$9,312-96.8%

$5,306-94.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 60 · EIN 04-2647786

Sub-TA Fees

-$62

GLASER, WEIL, FINK, HOWARD, AVCHEN & SHAPIRO, LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GLASER, WEIL, FINK, HOWARD, AVCHEN & SHAPIRO, LLP 401(K) 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