Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF ADULT CONGENITAL HEART ASSOCIATION, INC.

Name: ADULT CONGENITAL HEART ASSOCIA - 403(B) THRIFT PLAN FOR EMPLOYEES OF ADULT CONGENITAL HEART ASSOCIATION, INC. (2024) Form 5500
Creator: ADULT CONGENITAL HEART ASSOCIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF ADULT CONGENITAL HEART ASSOCIATION, INC., ADULT CONGENITAL HEART ASSOCIA

ADULT CONGENITAL HEART ASSOCIAEIN 04-3447959Plan #001PY 2024

280 N PROVIDENCE RD STE 6 - MEDIA, PA 190633525215-849-1260

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+79.5% from 2023

Total participants

0.0% from 2023

Average account balance

$76,537

+71.4% from 2023

Annual return

78.19%

+52.06 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+78.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2896

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 codes2G2F2T

Plan features

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$64K

$5310 / participant

Other / not subdivided$64K100.0%

% of EOY assets

3.784%

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

$76,537

$88,778-13.8%

$81,844-6.5%

$145,884-47.5%

Participation rate

91.7%

75.1%+16.6pp

72.4%+19.3pp

80.3%+11.4pp

Annual return

78.19%

1033.03%-954.8pp

778.87%-700.7pp

551.85%-473.7pp

Employer contribution / active EE

$2,266

$3,087-26.6%

$2,916-22.3%

$4,662-51.4%

Participant deferral / active EE

$4,063

$4,648-12.6%

$4,323-6.0%

$6,690-39.3%

Admin fee / account holder

$2,896

$8,430-65.6%

$7,355-60.6%

$13,392-78.4%

403(B) THRIFT PLAN FOR EMPLOYEES OF ADULT CONGENITAL HEART ASSOCIATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF ADULT CONGENITAL HEART ASSOCIATION, INC.

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