Retirement plan

LINDEN TRUST FOR CONSERVATION 403(B)7 PLAN

Name: LINDEN TRUST FOR CONSERVATION - LINDEN TRUST FOR CONSERVATION 403(B)7 PLAN (2017) Form 5500
Creator: LINDEN TRUST FOR CONSERVATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LINDEN TRUST FOR CONSERVATION 403(B)7 PLAN, LINDEN TRUST FOR CONSERVATION

LINDEN TRUST FOR CONSERVATIONEIN 13-3748063Plan #001PY 2017

156 W 56TH ST STE 1100 - NEW YORK, NY 100193879212-991-3730lindentrust.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

+20.3% from 2016

Total participants

0.0% from 2016

Average account balance

$237,098

+20.3% from 2016

Annual return

12.13%

+3.74 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.26M

Not enough data

1 years with asset history on file

Average account balance

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

$387K

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.

366.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$46K

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

+14.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$73

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 codes2F2G2M

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

1 tripped

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

$300

$75 / participant

Other / not subdivided$300100.0%

% of EOY assets

0.016%

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

$237,098

$99,031+139.4%

$86,597+173.8%

$147,585+60.7%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

12.13%

1312.56%-1300.4pp

964.96%-952.8pp

578.57%-566.4pp

Employer contribution / active EE

$19,563

$3,132+524.6%

$2,840+589.0%

$4,876+301.2%

Participant deferral / active EE

$12,712

$3,972+220.0%

$3,609+252.3%

$5,439+133.7%

Admin fee / account holder

$38

$5,711-99.3%

$4,906-99.2%

$10,885-99.7%

LINDEN TRUST FOR CONSERVATION 403(B)7 PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LINDEN TRUST FOR CONSERVATION 403(B)7 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