Retirement plan

ALZHEIMER'S ASSOCIATION RETIREMENT AND SAVINGS PLAN

Name: ALZHEIMER'S ASSOCIATION - ALZHEIMER'S ASSOCIATION RETIREMENT AND SAVINGS PLAN (2024) Form 5500
Creator: ALZHEIMER'S ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALZHEIMER'S ASSOCIATION RETIREMENT AND SAVINGS PLAN, ALZHEIMER'S ASSOCIATION

ALZHEIMER'S ASSOCIATIONEIN 13-3039601Plan #002PY 2024

225 N. MICHIGAN AVENUE, 17TH FLOOR - CHICAGO, IL 60601312-335-8700axon-neuroscience.euLinkedIn1001-5000 employeesnon-profit organization management

Prospect flagsFailed to provide benefit

Top hat statement on fileNQDC

Filed November 3, 2020 (most recent of 5 filings on file)

Plan administrator

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225 N. Michigan Ave., Floor 17

Chicago, IL 60601

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Plans declared (1)

Alzheimer's Association Supplemental Executive Retirement Plan6 emp

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Total assets (EOY)

$276.9M

+15.8% from 2023

Total participants

3,088

+1.3% from 2023

Average account balance

$89,909

+14.6% from 2023

Annual return

14.81%

-5.60 pp from 2023

Benchmarks

See 287 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants1,000-4,999

Cohort287 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$276.92M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

3,080

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.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$65,658

Plan features & details

Pension benefit codes2E2G2J2K2T3D

Plan features

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.
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.
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.

Opportunity flags

1 tripped

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.

Expense breakdown

Schedule H Part II

Admin total

$66K

$37 / participant

Recordkeeping$66K100.0%

% of EOY assets

0.024%

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: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$89,909

$55,694+61.4%

$81,820+9.9%

$199,921-55.0%

Participation rate

99.5%

62.7%+36.9pp

72.4%+27.2pp

72.0%+27.5pp

Annual return

14.81%

19.59%-4.8pp

777.93%-763.1pp

34.28%-19.5pp

Employer contribution / active EE

$8,871

$2,114+319.6%

$2,915+204.3%

$3,035+192.3%

Participant deferral / active EE

$7,228

$3,299+119.1%

$4,323+67.2%

$5,089+42.0%

Admin fee / account holder

$21

$348-93.9%

$7,391-99.7%

$269-92.1%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$65,658

ALZHEIMER'S ASSOCIATION RETIREMENT AND SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALZHEIMER'S ASSOCIATION RETIREMENT AND SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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