Retirement plan

AMERICAN FRIENDS OF LEKET ISRA 401(K) PROFIT SHARING PLAN & TRUST

Name: AMERICAN FRIENDS OF LEKET ISRA - AMERICAN FRIENDS OF LEKET ISRA 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: AMERICAN FRIENDS OF LEKET ISRA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN FRIENDS OF LEKET ISRA 401(K) PROFIT SHARING PLAN & TRUST, AMERICAN FRIENDS OF LEKET ISRA

AMERICAN FRIENDS OF LEKET ISRAEIN 20-8202424Plan #001PY 2024

PO BOX 2090 - TEANECK, NJ 076661490201-331-0070LinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$139K

+21.0% from 2023

Total participants

+42.9% from 2023

Average account balance

$17,386

-24.4% from 2023

Annual return

9.67%

-1.74 pp from 2023

Benchmarks

See 22,272 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,272 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$139K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$453

$57 / participant

Other / not subdivided$453100.0%

% of EOY assets

0.326%

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

$17,386

$111,878-84.5%

$93,727-81.5%

$145,897-88.1%

Participation rate

75.0%

74.2%+0.8pp

68.7%+6.3pp

80.3%-5.3pp

Annual return

9.67%

204.28%-194.6pp

133.83%-124.2pp

552.29%-542.6pp

Employer contribution / active EE

$626

$3,092-79.8%

$2,421-74.2%

$4,663-86.6%

Participant deferral / active EE

$996

$4,920-79.8%

$4,417-77.4%

$6,689-85.1%

Admin fee / account holder

$57

$10,256-99.4%

$8,292-99.3%

$13,390-99.6%

AMERICAN FRIENDS OF LEKET ISRA 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN FRIENDS OF LEKET ISRA 401(K) PROFIT SHARING PLAN & TRUST

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