Retirement plan

MOTT HAVEN ACADEMY CHARTER SCHOOL 401(K) PLAN

Name: MOTT HAVEN ACADEMY CHARTER SCHOOL - MOTT HAVEN ACADEMY CHARTER SCHOOL 401(K) PLAN (2025) Form 5500
Creator: MOTT HAVEN ACADEMY CHARTER SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOTT HAVEN ACADEMY CHARTER SCHOOL 401(K) PLAN, MOTT HAVEN ACADEMY CHARTER SCHOOL

MOTT HAVEN ACADEMY CHARTER SCHOOLEIN 11-3833210Plan #001PY 2025

170 BROWN PLACE - BRONX, NY 10454718-292-7015havenacademy.orgLinkedIn51-200 employeeseducation management

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$7.5M

+19.0% from 2024

Total participants

146

-3.9% from 2024

Average account balance

$68,996

+14.6% from 2024

Annual return

16.48%

+0.52 pp from 2024

Benchmarks

See 3,430 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,430 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.45M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

108

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.

58.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$514K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY3 years Service code 13 · EIN 71-0294708	Contract Administrator	$0

Plan features & details

Pension benefit codes2E2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$2K

$25 / participant

Investment mgmt$120.5%
Contract admin$2K92.9%
Other / not subdivided$1506.6%

% of EOY assets

0.031%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, P.C.
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,996

$47,479+45.3%

$62,929+9.6%

$82,448-16.3%

Participation rate

58.7%

66.9%-8.2pp

73.1%-14.4pp

68.1%-9.4pp

Annual return

16.48%

20.34%-3.9pp

1063.93%-1047.4pp

41.64%-25.2pp

Employer contribution / active EE

$2,077

$1,885+10.2%

$2,505-17.1%

$2,551-18.6%

Participant deferral / active EE

$3,507

$2,870+22.2%

$3,888-9.8%

$4,139-15.3%

Admin fee / account holder

$21

$3,804-99.4%

$5,065-99.6%

$7,234-99.7%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY3 years

Service code 13 · EIN 71-0294708

Contract Administrator

MOTT HAVEN ACADEMY CHARTER SCHOOL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOTT HAVEN ACADEMY CHARTER SCHOOL 401(K) 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