Retirement plan

SEMLER BROSSY CONSULTING GROUP, LLC 401(K) PROFIT SHARING PLAN

Name: SEMLER BROSSY CONSULTING GROUP, LLC - SEMLER BROSSY CONSULTING GROUP, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: SEMLER BROSSY CONSULTING GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEMLER BROSSY CONSULTING GROUP, LLC 401(K) PROFIT SHARING PLAN, SEMLER BROSSY CONSULTING GROUP, LLC

SEMLER BROSSY CONSULTING GROUP, LLCEIN 95-4885750Plan #001PY 2024

11755 WILSHIRE BOULEVARD 10TH FLOOR - LOS ANGELES, CA 90025310-481-0180

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$24.3M

+23.2% from 2023

Total participants

150

+7.1% from 2023

Average account balance

$162,118

+15.0% from 2023

Annual return

15.42%

-5.48 pp from 2023

Benchmarks

See 253 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Cohort253 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$30.22M

Not enough data

1 years with asset history on file

Average account balance

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

$214K

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.

141

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+17.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
STANDARD INSURANCE COMPANY2 years Service code 12 · EIN 93-1253576	Direct payment from the plan; Recordk...	$48,933
BURNHAM GIBSON WEALTH ADVISORS, INC2 years Filed as: BURNHAM GIBSON WEALTH ADVISORS LLC Service code 27 · EIN 47-5476782	Advisory (Plan)	$41,514
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB Service code 19 · EIN 25-1838406	Securities Custodian	$18,291
HICKS PENSION SERVICES2 years Service code 27 · EIN 94-2158860	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2A2E2F2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$109K

$1103 / participant

Recordkeeping$67K61.6%
Investment mgmt$42K38.4%

% of EOY assets

0.449%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

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

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$162,118

$176,811-8.3%

$146,958+10.3%

Participation rate

100.0%

76.9%+23.1pp

82.2%+17.8pp

Annual return

15.42%

11.56%+3.9pp

418.34%-402.9pp

Employer contribution / active EE

$12,191

$3,294+270.2%

$4,933+147.1%

Participant deferral / active EE

$15,489

$6,900+124.5%

$8,070+91.9%

Admin fee / account holder

$728

$27,451-97.3%

$12,998-94.4%

Provider

Service type

Compensation

STANDARD INSURANCE COMPANY2 years

Service code 12 · EIN 93-1253576

Direct payment from the plan; Recordk...

$48,933

BURNHAM GIBSON WEALTH ADVISORS, INC2 years

Filed as: BURNHAM GIBSON WEALTH ADVISORS LLC

Service code 27 · EIN 47-5476782

Advisory (Plan)

$41,514

CHARLES SCHWAB & CO., INC.2 years

Filed as: SCHWAB

Service code 19 · EIN 25-1838406

Securities Custodian

$18,291

HICKS PENSION SERVICES2 years

Service code 27 · EIN 94-2158860

Advisory (Plan)

SEMLER BROSSY CONSULTING GROUP, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEMLER BROSSY CONSULTING GROUP, LLC 401(K) 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