Retirement plan

REBEKAH REHAB & EXTENDED CARE CENTER 401(K) PLAN

Name: UNITED ODD FELLOW AND REBEKAH HOME - REBEKAH REHAB & EXTENDED CARE CENTER 401(K) PLAN (2024) Form 5500
Creator: UNITED ODD FELLOW AND REBEKAH HOME
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REBEKAH REHAB & EXTENDED CARE CENTER 401(K) PLAN, UNITED ODD FELLOW AND REBEKAH HOME

UNITED ODD FELLOW AND REBEKAH HOMEEIN 13-1740053Plan #002PY 2024

1072 HAVEMEYER AVENUE - BRONX, NY 10462718-863-6200LinkedIn51-200 employeesmedical practice

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$10M

+12.1% from 2023

Total participants

197

+11.3% from 2023

Average account balance

$50,709

+0.7% from 2023

Annual return

12.14%

-1.52 pp from 2023

Benchmarks

See 270 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort270 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.99M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

197

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$855K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$274

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 2 by compensation

Provider	Service type	Compensation
RAYMOND JAMES FINANCIAL SERVICES5 years Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 27 · EIN 59-2937883 TO BE POSED BY IMPAC-TOWER 3 FL · SAINT PETERSBURG, FL 33716	Advisory (Plan)	$47,192
ECONOMIC GROUP PENSION SERVICES5 years Filed as: ECONOMIC GROUP PENSION SVCS Service code 11 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215	Actuarial	$20,571

Plan features & details

Pension benefit codes2E2F2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
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

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

$54K

$545 / participant

Contract admin$54K100.0%

% of EOY assets

0.540%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRASSI & CO., CPAS
Auditor EIN: 113266576
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,709

$165,890-69.4%

$155,574-67.4%

Participation rate

100.0%

63.3%+36.7pp

78.2%+21.8pp

Annual return

12.14%

19.47%-7.3pp

64.87%-52.7pp

Employer contribution / active EE

$4,612

$2,522+82.9%

$4,676-1.4%

Participant deferral / active EE

$4,026

$2,935+37.2%

$5,629-28.5%

Admin fee / account holder

$274

$97,423-99.7%

$15,914-98.3%

Provider

Service type

Compensation

RAYMOND JAMES FINANCIAL SERVICES5 years

Filed as: RAYMOND JAMES FIN SERV ADVISORS

Service code 27 · EIN 59-2937883

TO BE POSED BY IMPAC-TOWER 3 FL · SAINT PETERSBURG, FL 33716

Advisory (Plan)

$47,192

ECONOMIC GROUP PENSION SERVICES5 years

Filed as: ECONOMIC GROUP PENSION SVCS

Service code 11 · EIN 73-0988442

10 W NATIONWIDE BLVD · COLUMBUS, OH 43215

Actuarial

$20,571

REBEKAH REHAB & EXTENDED CARE CENTER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REBEKAH REHAB & EXTENDED CARE CENTER 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