Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF ASTOR SERVICES FOR CHILDREN AND FAMILIES

Name: ASTOR SERVICES FOR CHILDREN AN - 403(B) THRIFT PLAN FOR EMPLOYEES OF ASTOR SERVICES FOR CHILDREN AND FAMILIES (2024) Form 5500
Creator: ASTOR SERVICES FOR CHILDREN AN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF ASTOR SERVICES FOR CHILDREN AND FAMILIES, ASTOR SERVICES FOR CHILDREN AN

ASTOR SERVICES FOR CHILDREN ANEIN 14-1397918Plan #002PY 2024

6339 MILL ST - RHINEBECK, NY 125721427845-871-1000LinkedIn1-10 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$34.7M

+21.6% from 2023

Total participants

1,090

+4.5% from 2023

Average account balance

$32,448

+16.0% from 2023

Annual return

15.74%

-1.82 pp from 2023

Benchmarks

See 4,124 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,124 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.69M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

1,069

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.

96.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP6 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Participant...	$12,011

Plan features & details

Pension benefit codes2G2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$12K

$21 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.035%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,448

$50,860-36.2%

$155,574-79.1%

$77,714-58.2%

Participation rate

96.3%

63.1%+33.2pp

78.2%+18.1pp

70.6%+25.7pp

Annual return

15.74%

34.86%-19.1pp

64.87%-49.1pp

31.26%-15.5pp

Employer contribution / active EE

$3,421

$1,991+71.8%

$4,676-26.8%

$2,727+25.4%

Participant deferral / active EE

$2,317

$2,825-18.0%

$5,629-58.8%

$4,649-50.2%

Admin fee / account holder

$11

$436-97.4%

$15,914-99.9%

$433-97.4%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP6 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Participant...

$12,011

403(B) THRIFT PLAN FOR EMPLOYEES OF ASTOR SERVICES FOR CHILDREN AND FAMILIES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF ASTOR SERVICES FOR CHILDREN AND FAMILIES

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