Retirement plan

THE CHILDREN'S HEALTH MARKET, INC. 401(K) PROFIT SHARING PLAN

Name: THE CHILDREN'S HEALTH MARKET, INC. - THE CHILDREN'S HEALTH MARKET, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: THE CHILDREN'S HEALTH MARKET, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CHILDREN'S HEALTH MARKET, INC. 401(K) PROFIT SHARING PLAN, THE CHILDREN'S HEALTH MARKET, INC.

THE CHILDREN'S HEALTH MARKET, INC.EIN 06-1223648Plan #003PY 2024

P.O. BOX 7294 - WILTON, CT 06897203-762-2938thegreatbodyshop.netLinkedIn11-50 employeespublishing

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.4M

-8.0% from 2023

Total participants

+41.7% from 2023

Average account balance

$90,616

-26.4% from 2023

Annual return

2.89%

+2.52 pp from 2023

Benchmarks

See 8,041 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,041 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+2.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16040

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 codes2E2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$241K

$16040 / participant

Other / not subdivided$241K100.0%

% of EOY assets

17.701%

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

$90,616

$72,465+25.0%

$67,575+34.1%

$145,884-37.9%

Participation rate

86.7%

76.9%+9.8pp

72.9%+13.8pp

80.3%+6.4pp

Annual return

2.89%

7222.56%-7219.7pp

3528.98%-3526.1pp

551.85%-549.0pp

Employer contribution / active EE

$1,049

$3,074-65.9%

$2,736-61.6%

$4,662-77.5%

Participant deferral / active EE

$4,227

$4,786-11.7%

$4,003+5.6%

$6,690-36.8%

Admin fee / account holder

$16,040

$5,515+190.8%

$3,993+301.7%

$13,392+19.8%

THE CHILDREN'S HEALTH MARKET, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CHILDREN'S HEALTH MARKET, INC. 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