Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF DUTCHESS LAND CONSERVANCY, INC.

Name: DUTCHESS LAND CONSERVANCY, INC - 403(B) THRIFT PLAN FOR EMPLOYEES OF DUTCHESS LAND CONSERVANCY, INC. (2024) Form 5500
Creator: DUTCHESS LAND CONSERVANCY, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF DUTCHESS LAND CONSERVANCY, INC., DUTCHESS LAND CONSERVANCY, INC

DUTCHESS LAND CONSERVANCY, INCEIN 14-1667526Plan #002PY 2024

PO BOX 138 - MILLBROOK, NY 125450138845-677-3002dutchessland.orgLinkedIn11-50 employeesenvironmental services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2M

+34.6% from 2023

Total participants

+10.5% from 2023

Average account balance

$101,105

No prior year

Annual return

22.99%

+8.53 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.02M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$174K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+22.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G3D2J2E2T

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$101

$6 / participant

Other / not subdivided$101100.0%

% of EOY assets

0.005%

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

$101,105

$160,028-36.8%

$147,080-31.3%

$145,884-30.7%

Participation rate

93.8%

84.0%+9.7pp

82.2%+11.6pp

80.3%+13.4pp

Annual return

22.99%

98.60%-75.6pp

420.17%-397.2pp

551.85%-528.9pp

Employer contribution / active EE

$1,876

$5,286-64.5%

$4,933-62.0%

$4,662-59.8%

Participant deferral / active EE

$9,014

$8,422+7.0%

$8,066+11.8%

$6,690+34.7%

Admin fee / account holder

$15,030-100.0%

$12,989-100.0%

$13,392-100.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF DUTCHESS LAND CONSERVANCY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF DUTCHESS LAND CONSERVANCY, INC.

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