Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SOCIETY FOR CORPORATE GOVERNANCE, INC.

Name: SOCIETY FOR CORPORATE GOVERNANCE, INC. - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SOCIETY FOR CORPORATE GOVERNANCE, INC. (2025) Form 5500
Creator: SOCIETY FOR CORPORATE GOVERNANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SOCIETY FOR CORPORATE GOVERNANCE, INC., SOCIETY FOR CORPORATE GOVERNANCE, INC.

SOCIETY FOR CORPORATE GOVERNANCE, INC.EIN 13-1674285Plan #003PY 2025

52 VANDERBILT AVE RM 903 - NEW YORK, NY 100173869212-681-2008societycorpgov.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$1.7M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+15.0% from 2024

Total participants

+41.2% from 2024

Average account balance

$127,037

-20.0% from 2024

Annual return

11.84%

-0.23 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.92M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

176.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$233K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6635

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$153K

$11740 / participant

Other / not subdivided$153K100.0%

% of EOY assets

5.223%

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

$127,037

$70,366+80.5%

$66,674+90.5%

$138,895-8.5%

Participation rate

92.3%

76.2%+16.1pp

73.7%+18.6pp

79.9%+12.4pp

Annual return

11.84%

386.41%-374.6pp

321.24%-309.4pp

145.39%-133.6pp

Employer contribution / active EE

$8,411

$2,765+204.2%

$2,620+221.0%

$4,194+100.5%

Participant deferral / active EE

$9,500

$4,374+117.2%

$4,084+132.6%

$6,396+48.5%

Admin fee / account holder

$6,635

$5,262+26.1%

$5,098+30.2%

$12,562-47.2%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SOCIETY FOR CORPORATE GOVERNANCE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SOCIETY FOR CORPORATE GOVERNANCE, INC.

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