Retirement plan

HADASSAH RETIREMENT PLAN

Name: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. - HADASSAH RETIREMENT PLAN (2024) Form 5500
Creator: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HADASSAH RETIREMENT PLAN, HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.EIN 13-1656651Plan #001PY 2024

40 WALL ST, 8TH FLOOR - NEW YORK, NY 10005212-303-8102

Other plans on this EIN

2 filings

#002Retirement-$35.9M assets #003Retirement-$2.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$21.2M

+18.2% from 2023

Total participants

302

-4.4% from 2023

Average account balance

$74,550

+19.9% from 2023

Annual return

15.23%

-1.39 pp from 2023

Benchmarks

See 2,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,058 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.25M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

285

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.

91.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.22M

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

+15.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$412

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 4 by compensation

Provider	Service type	Compensation
RSM US LLP1 year Service code 10 · EIN 42-0714325	Accounting	$71,558
USI CONSULTING GROUP10+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347	Advisory (Plan)	$41,761
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044	Participant communication; Direct pay...	$4,117
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2C2F2G2K2S2T3D3H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$117K

$557 / participant

Recordkeeping$4K3.5%
Investment mgmt$42K35.6%
Other / not subdivided$72K60.9%

% of EOY assets

0.553%

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: RSM US LLP
Auditor EIN: 420714325
Audit fees: $71,558
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$74,550

$60,393+23.4%

$81,820-8.9%

$74,429+0.2%

Participation rate

91.9%

62.9%+29.0pp

72.4%+19.6pp

67.2%+24.7pp

Annual return

15.23%

16.89%-1.7pp

777.93%-762.7pp

1368.38%-1353.2pp

Employer contribution / active EE

$5,763

$2,626+119.4%

$2,915+97.7%

$2,625+119.6%

Participant deferral / active EE

$3,397-100.0%

$4,323-100.0%

$4,348-100.0%

Admin fee / account holder

$412

$1,491-72.4%

$7,391-94.4%

$1,944-78.8%

Provider

Service type

Compensation

RSM US LLP1 year

Service code 10 · EIN 42-0714325

Accounting

$71,558

USI CONSULTING GROUP10+ years

Filed as: USI ADVISORS INC

Service code 27 · EIN 06-1397347

Advisory (Plan)

$41,761

TRANSAMERICA RETIREMENT SOLUTIONS10+ years

Service code 12 · EIN 13-3689044

Participant communication; Direct pay...

$4,117

NATIONAL FINANCIAL SERVICES10+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

HADASSAH RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HADASSAH RETIREMENT 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