Retirement plan

JEWISH COMMUNITY RELATIONS COUNCIL SAFE-HARBOR 401(K) PROFIT SHARING PLAN

Name: JEWISH COMMUNITY RELATIONS COUNCIL - JEWISH COMMUNITY RELATIONS COUNCIL SAFE-HARBOR 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: JEWISH COMMUNITY RELATIONS COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JEWISH COMMUNITY RELATIONS COUNCIL SAFE-HARBOR 401(K) PROFIT SHARING PLAN, JEWISH COMMUNITY RELATIONS COUNCIL

JEWISH COMMUNITY RELATIONS COUNCILEIN 20-5631988Plan #004PY 2024

12 MILLSTONE CAMPUS DRIVE - ST. LOUIS, MO 63141314-442-3871jcrcstl.orgLinkedIn1-10 employeespublic relations and communications

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$134K

+52.4% from 2023

Total participants

+12.5% from 2023

Average account balance

$16,726

+14.3% from 2023

Annual return

22.50%

+28.90 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$134K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+22.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33

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 codes2E2J2F2G3D

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.
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

$264

$66 / participant

Other / not subdivided$264100.0%

% of EOY assets

0.197%

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

$16,726

$183,539-90.9%

$155,556-89.2%

$145,897-88.5%

Participation rate

75.0%

82.7%-7.7pp

78.2%-3.2pp

80.3%-5.3pp

Annual return

22.50%

61.31%-38.8pp

64.84%-42.3pp

552.29%-529.8pp

Employer contribution / active EE

$1,853

$5,315-65.1%

$4,675-60.4%

$4,663-60.3%

Participant deferral / active EE

$4,718

$6,467-27.0%

$5,631-16.2%

$6,689-29.5%

Admin fee / account holder

$33

$19,275-99.8%

$15,885-99.8%

$13,390-99.8%

JEWISH COMMUNITY RELATIONS COUNCIL SAFE-HARBOR 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JEWISH COMMUNITY RELATIONS COUNCIL SAFE-HARBOR 401(K) PROFIT SHARING PLAN

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