Retirement plan

AMERICAN SOCIETY OF CLINICAL ONCOLOGY 401(K) PROFIT SHARING PLAN

Name: AMERICAN SOCIETY OF CLINICAL ONCOLOGY - AMERICAN SOCIETY OF CLINICAL ONCOLOGY 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: AMERICAN SOCIETY OF CLINICAL ONCOLOGY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN SOCIETY OF CLINICAL ONCOLOGY 401(K) PROFIT SHARING PLAN, AMERICAN SOCIETY OF CLINICAL ONCOLOGY

AMERICAN SOCIETY OF CLINICAL ONCOLOGYEIN 13-6180380Plan #001PY 2024

2318 MILL ROAD, SUITE 800 - ALEXANDRIA, VA 22314571-483-1464asco.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsFailed to transmit contributions

Top hat statement on fileNQDC

Filed January 4, 2018 (most recent of 2 filings on file)

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Total assets (EOY)

$123.5M

+10.8% from 2023

Total participants

808

+1.8% from 2023

Average account balance

$153,793

+9.2% from 2023

Annual return

14.87%

-4.52 pp from 2023

Benchmarks

See 1,034 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort1,034 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$123.50M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

803

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$110

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 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786	Recordkeeping Fees	$58,594
GLOBAL RETIREMENT PARTNERS LLC4 years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118	Advisory (Plan)	$30,000

Plan features & details

Pension benefit codes2G2F2J2T2E3D

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.
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

$89K

$199 / participant

Recordkeeping$59K66.1%
Other / not subdivided$30K33.9%

% of EOY assets

0.072%

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: COHNREZNICK, LLP
Auditor EIN: 334144829
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$153,793

$66,004+133.0%

$81,820+88.0%

$77,714+97.9%

Participation rate

98.9%

65.8%+33.1pp

72.4%+26.5pp

70.6%+28.3pp

Annual return

14.87%

26.65%-11.8pp

777.93%-763.1pp

31.26%-16.4pp

Employer contribution / active EE

$9,533

$2,375+301.4%

$2,915+227.0%

$2,727+249.6%

Participant deferral / active EE

$11,953

$3,508+240.8%

$4,323+176.5%

$4,649+157.1%

Admin fee / account holder

$110

$527-79.1%

$7,391-98.5%

$433-74.5%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 64 · EIN 04-2647786

Recordkeeping Fees

$58,594

GLOBAL RETIREMENT PARTNERS LLC4 years

Filed as: GLOBAL RETIREMENT PARTNERS, LLC

Service code 27 · EIN 47-1411118

Advisory (Plan)

$30,000

AMERICAN SOCIETY OF CLINICAL ONCOLOGY 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN SOCIETY OF CLINICAL ONCOLOGY 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

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