Retirement plan

FOS FEMINISTA MONEY PURCHASE PENSION PLAN

Name: FOS FEMINISTA - FOS FEMINISTA MONEY PURCHASE PENSION PLAN (2023) 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 2023

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-$10.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$22.6M

+15.5% from 2022

Total participants

142

-2.1% from 2022

Average account balance

$160,348

+17.2% from 2022

Annual return

15.73%

+29.59 pp from 2022

Benchmarks

See 9,806 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,806 peers

Snapshot2023

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
TIAA6 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203	Recordkeeping	$18,959
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945	Accounting	$12,200
GLOBAL RETIREMENT PARTNERS LLC7 years Service code 27 · EIN 47-1411118	Advisory (Plan)	$5,057

Plan features & details

Pension benefit codes2G2E2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$39K

$897 / participant

Investment mgmt$5K13.1%
Contract admin$21K54.1%
Other / not subdivided$13K32.8%

% of EOY assets

0.171%

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: CARON & BLETZER, PLLC
Auditor EIN: 043499945
Audit fees: $12,200
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$160,348

$57,330+179.7%

$86,656+85.0%

$75,177+113.3%

Participation rate

97.7%

63.2%+34.5pp

71.7%+26.0pp

67.2%+30.5pp

Annual return

15.73%

2675.40%-2659.7pp

593.09%-577.4pp

160.75%-145.0pp

Employer contribution / active EE

$10,095

$2,316+335.8%

$3,025+233.7%

$2,671+277.9%

Participant deferral / active EE

$3,320-100.0%

$4,439-100.0%

$4,126-100.0%

Admin fee / account holder

$274

$4,115-93.4%

$5,619-95.1%

$5,651-95.2%

Provider

Service type

Compensation

TIAA6 years

Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT

Service code 15 · EIN 13-1624203

Recordkeeping

$18,959

CARON & BLETZER, PLLC5 years

Service code 10 · EIN 04-3499945

Accounting

$12,200

GLOBAL RETIREMENT PARTNERS LLC7 years

Service code 27 · EIN 47-1411118

Advisory (Plan)

$5,057

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