Retirement plan

FOS FEMINISTA MONEY PURCHASE PENSION PLAN

Name: FOS FEMINISTA - FOS FEMINISTA MONEY PURCHASE PENSION PLAN (2024) Form 5500
Creator: FOS FEMINISTA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOS FEMINISTA MONEY PURCHASE PENSION PLAN, FOS FEMINISTA

FOS FEMINISTAEIN 13-1845455Plan #002PY 2024

125 MAIDEN LANE 9TH FLOOR - NEW YORK, NY 10038212-248-6400fosfeminista.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#003Retirement-$13.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$24.4M

+8.0% from 2023

Total participants

140

-1.4% from 2023

Average account balance

$176,977

+10.4% from 2023

Annual return

12.30%

-3.43 pp from 2023

Benchmarks

See 10,646 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,646 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.42M

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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.

138

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.

95.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$480K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$355

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 3 by compensation

Provider	Service type	Compensation
TIAA7 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203	Recordkeeping	$23,727
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945	Accounting	$13,500
GLOBAL RETIREMENT PARTNERS LLC8 years Service code 27 · EIN 47-1411118	Advisory (Plan)	$9,815

Plan features & details

Pension benefit codes2G2F2C3D2T3H

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.
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

$49K

$1194 / participant

Recordkeeping$2K3.1%
Investment mgmt$10K20.0%
Contract admin$24K48.5%
Other / not subdivided$14K28.4%

% of EOY assets

0.200%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARON & BLETZER PLLC
Auditor EIN: 043499945
Audit fees: $13,500
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$176,977

$58,311+203.5%

$81,882+116.1%

$80,959+118.6%

Participation rate

95.1%

63.5%+31.6pp

72.4%+22.7pp

67.7%+27.5pp

Annual return

12.30%

41.85%-29.5pp

779.47%-767.2pp

35.67%-23.4pp

Employer contribution / active EE

$11,698

$2,347+398.5%

$2,916+301.2%

$2,757+324.3%

Participant deferral / active EE

$3,287-100.0%

$4,323-100.0%

$4,300-100.0%

Admin fee / account holder

$355

$4,752-92.5%

$7,360-95.2%

$6,925-94.9%

Provider

Service type

Compensation

TIAA7 years

Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT

Service code 15 · EIN 13-1624203

Recordkeeping

$23,727

CARON & BLETZER, PLLC6 years

Service code 10 · EIN 04-3499945

Accounting

$13,500

GLOBAL RETIREMENT PARTNERS LLC8 years

Service code 27 · EIN 47-1411118

Advisory (Plan)

$9,815

FOS FEMINISTA MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOS FEMINISTA MONEY PURCHASE PENSION 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