Retirement plan

ST. JOHN'S BREAD AND LIFE PROGRAM INC. 403(B) PLAN

Name: SAINT JOHN'S BREAD AND LIFE PROGRAM, INC. - ST. JOHN'S BREAD AND LIFE PROGRAM INC. 403(B) PLAN (2024) Form 5500
Creator: SAINT JOHN'S BREAD AND LIFE PROGRAM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. JOHN'S BREAD AND LIFE PROGRAM INC. 403(B) PLAN, SAINT JOHN'S BREAD AND LIFE PROGRAM, INC.

SAINT JOHN'S BREAD AND LIFE PROGRAM, INC.EIN 11-3174514Plan #001PY 2024

795 LEXINGTON AVENUE - BROOKLYN, NY 11221718-574-0058

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+24.1% from 2023

Total participants

-4.7% from 2023

Average account balance

$27,584

+21.0% from 2023

Annual return

12.96%

-2.20 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.10M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

105.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

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

+12.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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 codes2F2G2L2S2T3D2M

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$144 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.497%

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

$27,584

$81,331-66.1%

$155,534-82.3%

$80,935-65.9%

Participation rate

97.4%

66.3%+31.1pp

78.2%+19.2pp

67.7%+29.7pp

Annual return

12.96%

33.37%-20.4pp

64.92%-52.0pp

35.66%-22.7pp

Employer contribution / active EE

$1,137

$3,105-63.4%

$4,675-75.7%

$2,757-58.8%

Participant deferral / active EE

$1,499

$3,454-56.6%

$5,630-73.4%

$4,299-65.1%

Admin fee / account holder

$137

$7,999-98.3%

$15,900-99.1%

$6,924-98.0%

ST. JOHN'S BREAD AND LIFE PROGRAM INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. JOHN'S BREAD AND LIFE PROGRAM INC. 403(B) 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