Retirement plan

FOS FEMINISTA MONEY PURCHASE PENSION PLAN

Name: FOS FEMINISTA - FOS FEMINISTA MONEY PURCHASE PENSION PLAN (2025) 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 2025

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-$14.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$27.4M

+12.4% from 2024

Total participants

136

-2.9% from 2024

Average account balance

$207,891

+17.5% from 2024

Annual return

14.54%

+2.24 pp from 2024

Benchmarks

See 4,530 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort4,530 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.44M

Not enough data

1 years with asset history on file

Average account balance

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

$208K

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.

132

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.

89.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$444K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$388

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
TIAA8 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203	Recordkeeping	$25,347
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945	Accounting	$14,100
GLOBAL RETIREMENT PARTNERS LLC9 years Service code 27 · EIN 47-1411118	Advisory (Plan)	$9,195

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

$51K

$1315 / participant

Recordkeeping$2K3.0%
Investment mgmt$9K17.9%
Contract admin$25K49.4%
Other / not subdivided$15K29.6%

% of EOY assets

0.187%

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: $14,100
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$207,891

$61,125+240.1%

$94,057+121.0%

$87,485+137.6%

Participation rate

89.7%

64.1%+25.7pp

73.3%+16.4pp

68.9%+20.8pp

Annual return

14.54%

35.20%-20.7pp

480.62%-466.1pp

26.06%-11.5pp

Employer contribution / active EE

$11,391

$2,136+433.2%

$2,933+288.4%

$2,596+338.7%

Participant deferral / active EE

$3,260-100.0%

$4,709-100.0%

$4,274-100.0%

Admin fee / account holder

$388

$5,629-93.1%

$7,244-94.6%

$7,775-95.0%

Provider

Service type

Compensation

TIAA8 years

Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT

Service code 15 · EIN 13-1624203

Recordkeeping

$25,347

CARON & BLETZER, PLLC7 years

Service code 10 · EIN 04-3499945

Accounting

$14,100

GLOBAL RETIREMENT PARTNERS LLC9 years

Service code 27 · EIN 47-1411118

Advisory (Plan)

$9,195

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