Retirement plan

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC.

Name: US COMMITTEE FOR REFUGEES AND IMMIGRANTS - SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC. (2025) Form 5500
Creator: US COMMITTEE FOR REFUGEES AND IMMIGRANTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC., US COMMITTEE FOR REFUGEES AND IMMIGRANTS

US COMMITTEE FOR REFUGEES AND IMMIGRANTSEIN 13-1878704Plan #003PY 2025

2231 CRYSTAL DRIVE, SUITE 350 - ARLINGTON, VA 22202703-310-1130

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$33.4M

+12.5% from 2024

Total participants

1,168

-2.7% from 2024

Average account balance

$29,398

+16.1% from 2024

Annual return

15.15%

-4.25 pp from 2024

Benchmarks

See 311 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort311 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.43M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

1,137

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP11+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Participant loan processing; Recordke...	$16,723

Plan features & details

Pension benefit codes2G2J2T

Plan features

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$17K

$24 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.050%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,398

$51,878-43.3%

$68,368-57.0%

$79,634-63.1%

Participation rate

95.5%

53.7%+41.8pp

73.8%+21.8pp

62.5%+33.1pp

Annual return

15.15%

137.43%-122.3pp

292.57%-277.4pp

36.46%-21.3pp

Employer contribution / active EE

$2,260

$1,931+17.0%

$2,649-14.7%

$2,529-10.7%

Participant deferral / active EE

$1,951

$2,577-24.3%

$4,123-52.7%

$3,835-49.1%

Admin fee / account holder

$15

$942-98.4%

$5,150-99.7%

$1,002-98.5%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP11+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Participant loan processing; Recordke...

$16,723

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, 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