Retirement plan

LINDEN TRUST FOR CONSERVATION 403(B)7 PLAN

Name: LINDEN TRUST FOR CONSERVATION - LINDEN TRUST FOR CONSERVATION 403(B)7 PLAN (2023) 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 CONSERVATIONdba LTC ACTION INC.EIN 13-3748063Plan #001PY 2023

156 W 56TH ST STE 1100 - NEW YORK, NY 100193879917-355-5346lindentrust.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.1M

+24.7% from 2022

Total participants

-8.3% from 2022

Average account balance

$279,189

+24.7% from 2022

Annual return

22.20%

+39.02 pp from 2022

Benchmarks

See 41,854 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,854 peers

Snapshot2023

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$74K

$24567 / participant

Other / not subdivided$74K100.0%

% of EOY assets

2.400%

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

$279,189

$96,643+188.9%

$86,617+222.3%

$139,456+100.2%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

22.20%

106.57%-84.4pp

591.91%-569.7pp

373.45%-351.3pp

Employer contribution / active EE

$29,011

$3,264+788.7%

$3,023+859.5%

$4,753+510.4%

Participant deferral / active EE

$16,033

$4,835+231.6%

$4,437+261.3%

$6,711+138.9%

Admin fee / account holder

$6,700

$6,406+4.6%

$5,613+19.4%

$11,407-41.3%

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