Retirement plan

THE GRACE FOUNDATION OF NEW YORK 401(K) PLAN

Name: THE GRACE FOUNDATION OF NEW YORK - THE GRACE FOUNDATION OF NEW YORK 401(K) PLAN (2025) Form 5500
Creator: THE GRACE FOUNDATION OF NEW YORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE GRACE FOUNDATION OF NEW YORK 401(K) PLAN, THE GRACE FOUNDATION OF NEW YORK

THE GRACE FOUNDATION OF NEW YORKEIN 13-4131863Plan #001PY 2025

460 BRIELLE AVENUE - STATEN ISLAND, NY 10314718-983-3800graceofny.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$171K

+76.3% from 2024

Total participants

+6.8% from 2024

Average account balance

$15,516

+76.3% from 2024

Annual return

18.04%

-2.34 pp from 2024

Benchmarks

See 15,542 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,542 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$171K

Not enough data

1 years with asset history on file

Average account balance

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

$16K

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.

23.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+18.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$199

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 codes2E2F2G2J2T

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.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$48 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.285%

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

$15,516

$76,407-79.7%

$150,298-89.7%

$82,448-81.2%

Participation rate

21.7%

66.4%-44.7pp

77.8%-56.0pp

68.1%-46.3pp

Annual return

18.04%

39.99%-22.0pp

62.79%-44.7pp

41.64%-23.6pp

Employer contribution / active EE

$481

$2,614-81.6%

$4,154-88.4%

$2,551-81.1%

Participant deferral / active EE

$745

$3,214-76.8%

$5,453-86.3%

$4,139-82.0%

Admin fee / account holder

$199

$6,352-96.9%

$14,116-98.6%

$7,234-97.2%

THE GRACE FOUNDATION OF NEW YORK 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE GRACE FOUNDATION OF NEW YORK 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