Retirement plan

ACLD, INC. 403(B) RETIREMENT PLAN

Name: ACLD, INC. - ACLD, INC. 403(B) RETIREMENT PLAN (2017) Form 5500
Creator: ACLD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACLD, INC. 403(B) RETIREMENT PLAN, ACLD, INC.

ACLD, INC.EIN 11-6042250Plan #003PY 2017

807 SOUTH OYSTER BAY ROAD - BETHPAGE, NY 11714516-822-0028acld.orgLinkedIn1001-5000 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$29.6M assets

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed August 12, 2025 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

807 South Oyster Bay Road

Bethpage, NY 11714

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Plans declared (1)

Adults and Children with Learning and Developmental Disabilities, Inc. Supplemental Executive Retirement Plan1 emp

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Total assets (EOY)

$568K

+40.5% from 2016

Total participants

+333.3% from 2016

Average account balance

$43,698

+40.5% from 2016

Annual return

20.78%

+11.57 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.31M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$366K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+20.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1099

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

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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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$122K

$10207 / participant

Other / not subdivided$122K100.0%

% of EOY assets

21.562%

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

$43,698

$198,457-78.0%

$170,435-74.4%

$147,586-70.4%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

20.78%

257.30%-236.5pp

205.94%-185.2pp

578.59%-557.8pp

Employer contribution / active EE

$6,183-100.0%

$5,432-100.0%

$4,876-100.0%

Participant deferral / active EE

$16,604

$5,629+195.0%

$4,939+236.2%

$5,439+205.3%

Admin fee / account holder

$9,422

$16,852-44.1%

$13,881-32.1%

$10,886-13.4%

ACLD, INC. 403(B) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACLD, INC. 403(B) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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