Employers › Lewis Roca Rothgerber Christie › plan 003
Recordkeeping fees per participant · Lewis Roca Rothgerber Christie LLP Retirement Plan B · plan year 2024
$43.95
Higher than 32% of the 5,847 plans $50 to 250M that report it.
= $17,184 / 391
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014131555NAL0006013250001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131555NAL0006013250001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$43.95
Higher than 22% of the 8,758 plans $50 to 250M that report it.
= $17,184 / 391
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014131555NAL0006013250001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131555NAL0006013250001, received 2025-10-14
Administrative expenses per participant
$107.93
Higher than 40% of the 9,042 plans $50 to 250M that report it.
= $42,201 / 391
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131555NAL0006013250001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131555NAL0006013250001, received 2025-10-14
Administrative expenses as a share of assets
0.060%
Higher than 23% of the 9,049 plans $50 to 250M that report it.
= $42,201 / $69,756,024
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131555NAL0006013250001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014131555NAL0006013250001, received 2025-10-14
Employer contributions per participant
$8,504
Higher than 91% of the 9,105 plans $50 to 250M that report it.
= $3,325,078 / 391
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014131555NAL0006013250001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131555NAL0006013250001, received 2025-10-14
Employer share of total contributions
45.4%
Higher than 84% of the 9,112 plans $50 to 250M that report it.
= $3,325,078 / $7,319,055
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014131555NAL0006013250001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014131555NAL0006013250001, received 2025-10-14
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014131555NAL0006013250001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LEWIS ROCA ROTHGERBER CHRISTIE LLP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Plan name | LEWIS ROCA ROTHGERBER CHRISTIE LLP RETIREMENT PLAN B | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Sponsor EIN / plan number | 86-0095078 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Sponsor location | PHOENIX, AZ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Industry (business code) | 541110, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Participants, beginning of year | 429 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Active participants | 289 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Participants, end of year | 425 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Participants with an account balance | 391 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Total assets, beginning of year | $91,704,693 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Total assets, end of year | $69,756,024 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Net assets, end of year | $69,756,024 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Total income | $18,576,647 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Net income | $9,102,664 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Employer contributions | $3,325,078 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Participant contributions | $2,544,922 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $1,449,055 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Total contributions | $7,319,055 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Benefit payments | $9,431,782 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $9,473,983 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Total administrative expenses | $42,201 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Recordkeeping fees | $17,184 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Investment advisory and management fees | $25,017 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Administrative expenses excluding investment management | $17,184 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Held in common/collective trusts | $62,591,172 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Held in mutual funds | $1,217,588 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014131555NAL0006013250001, received 2025-10-14 |
| Independent auditor | EIDE BAILLY, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014131555NAL0006013250001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014131555NAL0006013250001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $18,265 | no |
| SAGE ADVISORY GROUP | NONE | 28 Investment management; 50 Direct payment from the plan | $15,500 | no |
| DORSETT, CHRISTOPHER ROBERT | NONE | 28 Investment management; 50 Direct payment from the plan | $8,435 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014131555NAL0006013250001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $91,704,693 | $69,756,024 | -23.9% |
| Participants with a balance | 310 | 391 | 26.1% |
| Administrative expenses | $11,483 | $42,201 | 267.5% |
| Recordkeeping fees per participant | $1.13 | $43.95 | 3792.6% |
| Employer contributions | $3,267,408 | $3,325,078 | 1.8% |
Prior filing 20240923133935NAL0006669107001, received 2024-09-23; the plan years are contiguous.