Retirement plan

AQUINAS HOUSING CORP. 401 K PLAN

Name: AQUINAS HOUSING CORP. - AQUINAS HOUSING CORP. 401 K PLAN (2020) Form 5500
Creator: AQUINAS HOUSING CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AQUINAS HOUSING CORP. 401 K PLAN, AQUINAS HOUSING CORP.

AQUINAS HOUSING CORP.EIN 13-3076810Plan #001PY 2020

1945 VYSE AVENUE - BRONX, NY 10460718-542-4223aquinashousing.orgLinkedIn1-10 employeesreal estate

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$549K

+25.2% from 2019

Total participants

+40.0% from 2019

Average account balance

$137,213

+25.2% from 2019

Annual return

23.40%

+4.97 pp from 2019

Benchmarks

See 16,004 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,004 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3K

Not enough data

1 years with asset history on file

Average account balance

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

$3K

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.

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$205330

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$50

$10 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,213

$228,352-39.9%

$185,827-26.2%

$158,950-13.7%

Participation rate

40.0%

82.3%-42.3pp

78.0%-38.0pp

82.0%-42.0pp

Annual return

23.40%

40.81%-17.4pp

35.96%-12.6pp

302.91%-279.5pp

Employer contribution / active EE

$4,967-100.0%

$4,087-100.0%

$4,762-100.0%

Participant deferral / active EE

$1,560

$6,416-75.7%

$5,633-72.3%

$5,983-73.9%

Admin fee / account holder

$13

$11,867-99.9%

$9,502-99.9%

$11,248-99.9%

AQUINAS HOUSING CORP. 401 K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AQUINAS HOUSING CORP. 401 K 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