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 (2022) 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 2022

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

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

-10.0% from 2021

Total participants

109

+29.8% from 2021

Average account balance

$20,558

-20.3% from 2021

Annual return

-17.93%

-38.22 pp from 2021

Benchmarks

See 19,701 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,701 peers

Snapshot2022

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 codes2G3D2T2F

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$16K

$241 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.916%

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

$20,558

$73,863-72.2%

$143,797-85.7%

$68,490-70.0%

Participation rate

67.6%

66.7%+1.0pp

80.3%-12.7pp

67.9%-0.2pp

Annual return

-17.93%

0.91%-18.8pp

-0.04%-17.9pp

-7.85%-10.1pp

Employer contribution / active EE

$1,152

$3,185-63.8%

$4,952-76.7%

$2,597-55.6%

Participant deferral / active EE

$1,409

$3,385-58.4%

$5,638-75.0%

$4,028-65.0%

Admin fee / account holder

$188

$5,756-96.7%

$14,679-98.7%

$5,403-96.5%

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