Retirement plan

CURE DUCHENNE 403(B) RETIREMENT

Name: CURE DUCHENNE - CURE DUCHENNE 403(B) RETIREMENT (2024) Form 5500
Creator: CURE DUCHENNE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURE DUCHENNE 403(B) RETIREMENT, CURE DUCHENNE

CURE DUCHENNEEIN 20-0299958Plan #001PY 2024

100 BAYVIEW CIRCLE, SUITE 5600 - NEWPORT BEACH, CA 92660949-872-2552

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$505K

+159.6% from 2023

Total participants

-6.9% from 2023

Average account balance

$21,045

+159.6% from 2023

Annual return

20.71%

+20.71 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2M3D2G2F2T

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$39K

$1783 / participant

Other / not subdivided$39K100.0%

% of EOY assets

7.767%

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

$21,045

$88,778-76.3%

$81,844-74.3%

$145,884-85.6%

Participation rate

86.4%

75.1%+11.3pp

72.4%+14.0pp

80.3%+6.1pp

Annual return

20.71%

1033.03%-1012.3pp

778.87%-758.2pp

551.85%-531.1pp

Employer contribution / active EE

$3,498

$3,087+13.3%

$2,916+20.0%

$4,662-25.0%

Participant deferral / active EE

$10,568

$4,648+127.4%

$4,323+144.4%

$6,690+58.0%

Admin fee / account holder

$1,635

$8,430-80.6%

$7,355-77.8%

$13,392-87.8%

CURE DUCHENNE 403(B) RETIREMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CURE DUCHENNE 403(B) RETIREMENT

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