Retirement plan

ALLIANCE FOR POSITIVE CHANGE RETIREMENT PLAN

Name: ALLIANCE FOR POSITIVE CHANGE - ALLIANCE FOR POSITIVE CHANGE RETIREMENT PLAN (2025) Form 5500
Creator: ALLIANCE FOR POSITIVE CHANGE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLIANCE FOR POSITIVE CHANGE RETIREMENT PLAN, ALLIANCE FOR POSITIVE CHANGE

ALLIANCE FOR POSITIVE CHANGEEIN 13-3562071Plan #001PY 2025

64 WEST 35TH STREET, 3RD FLOOR - NEW YORK, NY 10001212-645-0875alliance.nycLinkedIn51-200 employeeshealth, wellness and fitness

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$12.3M

+16.6% from 2024

Total participants

294

+11.4% from 2024

Average account balance

$41,680

+4.3% from 2024

Annual return

13.18%

+1.44 pp from 2024

Benchmarks

See 228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort228 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.25M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

294

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$920K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$39

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 4 by compensation

Provider	Service type	Compensation
NATIONWIDE10+ years Service code 13 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Contract Administrator	$42,440
ALTIGRO PENSION SERVICES INC10+ years Filed as: ALTIGRO PENSION SERVICES, INC. Service code 11 · EIN 20-1258185 3 U.S. HIGHWAY 46 WEST · FAIRFIELD, NJ 07004	Actuarial	$14,131
PROACCOUNT1 year Service code 51 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLOMBUS, OH 43215	Investment Mgmt Fees	$1,353
APW CAPITAL INC8 years Service code 16 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866	Consulting	$0

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$12K

$69 / participant

Recordkeeping$12K100.0%

% of EOY assets

0.095%

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: TEMPLETON & COMPANY, LLP
Auditor EIN: 141918990
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,680

$47,553-12.3%

$136,867-69.5%

$69,733-40.2%

Participation rate

100.0%

61.4%+38.6pp

74.5%+25.5pp

62.5%+37.5pp

Annual return

13.18%

-91.50%+104.7pp

42.97%-29.8pp

15.22%-2.0pp

Employer contribution / active EE

$2,806

$2,087+34.4%

$3,547-20.9%

$2,250+24.7%

Participant deferral / active EE

$2,638

$2,300+14.7%

$4,924-46.4%

$3,054-13.6%

Admin fee / account holder

$39

$3,496-98.9%

$10,340-99.6%

$3,102-98.7%

Provider

Service type

Compensation

NATIONWIDE10+ years

Service code 13 · EIN 31-4177100

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Contract Administrator

$42,440

ALTIGRO PENSION SERVICES INC10+ years

Filed as: ALTIGRO PENSION SERVICES, INC.

Service code 11 · EIN 20-1258185

3 U.S. HIGHWAY 46 WEST · FAIRFIELD, NJ 07004

Actuarial

$14,131

PROACCOUNT1 year

Service code 51 · EIN 73-0988442

10 W NATIONWIDE BLVD · COLOMBUS, OH 43215

Investment Mgmt Fees

$1,353

APW CAPITAL INC8 years

Service code 16

100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866

Consulting

ALLIANCE FOR POSITIVE CHANGE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLIANCE FOR POSITIVE CHANGE RETIREMENT 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