Retirement plan

403(B) THRIFT PLAN OF COALITION TO ABOLISH SLAVERY TRAFFICKING

Name: COALITION TO ABOLISH SLAVERY TRAFFICKING - 403(B) THRIFT PLAN OF COALITION TO ABOLISH SLAVERY TRAFFICKING (2020) Form 5500
Creator: COALITION TO ABOLISH SLAVERY TRAFFICKING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF COALITION TO ABOLISH SLAVERY TRAFFICKING, COALITION TO ABOLISH SLAVERY TRAFFICKING

COALITION TO ABOLISH SLAVERY TRAFFICKINGEIN 10-0008533Plan #001PY 2020

3751 W 6TH ST UNIT 70308 - LOS ANGELES, CA 900701021213-365-1906castla.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+29.5% from 2019

Total participants

+5.6% from 2019

Average account balance

$21,375

+6.4% from 2019

Annual return

19.49%

-2.98 pp from 2019

Benchmarks

See 18,628 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,628 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.68M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

103

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.

133.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$237K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2751

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 codes2F2G2T3D

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.
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.)
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

$24K

$502 / participant

Other / not subdivided$24K100.0%

% of EOY assets

1.512%

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

$21,375

$91,198-76.6%

$178,503-88.0%

$79,856-73.2%

Participation rate

93.6%

69.2%+24.4pp

81.9%+11.7pp

69.6%+24.0pp

Annual return

19.49%

24.20%-4.7pp

151.12%-131.6pp

31.71%-12.2pp

Employer contribution / active EE

$1,070

$3,257-67.1%

$5,011-78.6%

$2,471-56.7%

Participant deferral / active EE

$1,987

$3,237-38.6%

$5,202-61.8%

$3,741-46.9%

Admin fee / account holder

$323

$6,748-95.2%

$13,987-97.7%

$5,306-93.9%

403(B) THRIFT PLAN OF COALITION TO ABOLISH SLAVERY TRAFFICKING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF COALITION TO ABOLISH SLAVERY TRAFFICKING

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