Retirement plan

UNITED STATES EQUESTRIAN TEAM TAX SHELTERED ANNUITY

Name: UNITED STATES EQUESTRIAN TEAM FOUNDATION, INC. - UNITED STATES EQUESTRIAN TEAM TAX SHELTERED ANNUITY (2024) Form 5500
Creator: UNITED STATES EQUESTRIAN TEAM FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED STATES EQUESTRIAN TEAM TAX SHELTERED ANNUITY, UNITED STATES EQUESTRIAN TEAM FOUNDATION, INC.

UNITED STATES EQUESTRIAN TEAM FOUNDATION, INC.EIN 22-1668879Plan #002PY 2024

P O BOX 355 - GLADSTONE, NJ 07934908-234-1251uset.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.9M

+11.1% from 2023

Total participants

+6.7% from 2023

Average account balance

$431,757

+4.2% from 2023

Annual return

15.86%

-5.13 pp from 2023

Benchmarks

See 10,220 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,220 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.91M

Not enough data

1 years with asset history on file

Average account balance

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

$432K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$261K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+15.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34773

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 codes2G2M2T3D

Plan features

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$556K

$46364 / participant

Other / not subdivided$556K100.0%

% of EOY assets

8.054%

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

$431,757

$169,356+154.9%

$129,406+233.6%

$145,897+195.9%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

15.86%

14418.62%-14402.8pp

9468.18%-9452.3pp

552.29%-536.4pp

Employer contribution / active EE

$7,258

$5,542+31.0%

$4,155+74.7%

$4,663+55.7%

Participant deferral / active EE

$14,517

$4,987+191.1%

$4,167+248.3%

$6,689+117.0%

Admin fee / account holder

$34,773

$9,915+250.7%

$7,689+352.3%

$13,390+159.7%

UNITED STATES EQUESTRIAN TEAM TAX SHELTERED ANNUITY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED STATES EQUESTRIAN TEAM TAX SHELTERED ANNUITY

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