Retirement plan

NATIONAL HUMAN SERVICES ASSEMBLY

Name: NATIONAL HUMAN SERVICES ASSEMB - NATIONAL HUMAN SERVICES ASSEMBLY (2024) Form 5500
Creator: NATIONAL HUMAN SERVICES ASSEMB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL HUMAN SERVICES ASSEMBLY, NATIONAL HUMAN SERVICES ASSEMB

NATIONAL HUMAN SERVICES ASSEMBEIN 13-1624112Plan #002PY 2024

712 H STREET NE PMB 97571 - WASHINGTON, DC 20002202-347-2080nationalassembly.orgLinkedIn1-10 employeescivic & social organization

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$851K

+26.4% from 2023

Total participants

-33.3% from 2023

Average account balance

$212,865

-36.8% from 2023

Annual return

17.69%

-0.90 pp from 2023

Benchmarks

See 49,949 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,949 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.01M

Not enough data

1 years with asset history on file

Average account balance

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

$336K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$71K

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

+16.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17732

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 codes2G3D2J

Plan features

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.
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.
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

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

$32

$32 / participant

Other / not subdivided$32100.0%

% of EOY assets

0.004%

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

$212,865

$88,754+139.8%

$81,820+160.2%

$145,877+45.9%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

17.69%

1031.77%-1014.1pp

777.93%-760.2pp

551.28%-533.6pp

Employer contribution / active EE

$21,605

$3,085+600.2%

$2,915+641.2%

$4,663+363.3%

Participant deferral / active EE

$36,949

$4,648+695.0%

$4,323+754.8%

$6,691+452.3%

Admin fee / account holder

$8,424-99.9%

$7,391-99.9%

$13,402-99.9%

NATIONAL HUMAN SERVICES ASSEMBLY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL HUMAN SERVICES ASSEMBLY

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