Retirement plan

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

Name: ASTOR SERVICES FOR CHILDREN AND FAMILIES - 403(B) THRIFT PLAN FOR ASTOR SERVICES FOR CHILDREN AND FAMILIES (2023) Form 5500
Creator: ASTOR SERVICES FOR CHILDREN AND FAMILIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR ASTOR SERVICES FOR CHILDREN AND FAMILIES, ASTOR SERVICES FOR CHILDREN AND FAMILIES

ASTOR SERVICES FOR CHILDREN AND FAMILIESEIN 14-1397918Plan #002PY 2023

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$28.5M

+22.2% from 2022

Total participants

1,043

+3.2% from 2022

Average account balance

$27,965

+19.5% from 2022

Annual return

17.56%

+34.15 pp from 2022

Benchmarks

See 4,041 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,041 peers

Snapshot2023

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 CORP5 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Account maintenanc...	$6,475

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

$6K

$13 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.023%

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: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,965

$47,135-40.7%

$149,717-81.3%

$74,440-62.4%

Participation rate

95.5%

63.4%+32.1pp

78.8%+16.8pp

70.7%+24.8pp

Annual return

17.56%

22.75%-5.2pp

134.41%-116.8pp

34.37%-16.8pp

Employer contribution / active EE

$3,156

$1,906+65.6%

$4,820-34.5%

$2,638+19.6%

Participant deferral / active EE

$2,295

$2,728-15.9%

$5,682-59.6%

$4,529-49.3%

Admin fee / account holder

$343-98.1%

$13,213-100.0%

$348-98.2%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP5 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Account maintenanc...

$6,475

403(B) THRIFT PLAN FOR 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 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