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 (2021) 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 2021

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)

$2M

+27.3% from 2020

Total participants

+10.5% from 2020

Average account balance

$25,802

+20.7% from 2020

Annual return

20.29%

+0.80 pp from 2020

Benchmarks

See 18,805 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,805 peers

Snapshot2021

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

$35K

$636 / participant

Other / not subdivided$35K100.0%

% of EOY assets

1.762%

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

$25,802

$95,406-73.0%

$185,849-86.1%

$85,847-69.9%

Participation rate

87.3%

68.8%+18.5pp

81.7%+5.6pp

69.3%+18.0pp

Annual return

20.29%

23.59%-3.3pp

122.10%-101.8pp

318.61%-298.3pp

Employer contribution / active EE

$1,096

$3,314-66.9%

$5,169-78.8%

$2,565-57.3%

Participant deferral / active EE

$1,527

$3,424-55.4%

$5,569-72.6%

$3,952-61.4%

Admin fee / account holder

$455

$7,214-93.7%

$16,244-97.2%

$6,261-92.7%

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