Retirement plan

INFOLINK 403(B) PLAN

Name: INFOLINK, THE EASTERN NEW JERSEY REGIONAL LIBRARY COOPERATIVE - INFOLINK 403(B) PLAN (2024) Form 5500
Creator: INFOLINK, THE EASTERN NEW JERSEY REGIONAL LIBRARY COOPERATIVE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INFOLINK 403(B) PLAN, INFOLINK, THE EASTERN NEW JERSEY REGIONAL LIBRARY COOPERATIVE

INFOLINK, THE EASTERN NEW JERSEY REGIONAL LIBRARY COOPERATIVEEIN 22-2629604Plan #001PY 2024

2300 STUYVESANT AVE - TRENTON, NJ 08618732-752-7720

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$903K

+24.4% from 2023

Total participants

0.0% from 2023

Average account balance

$90,288

+24.4% from 2023

Annual return

9.88%

-1.20 pp from 2023

Benchmarks

See 8,052 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,052 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$903K

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+9.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$42

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 codes2E2J2L2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract 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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$419

$60 / participant

Other / not subdivided$419100.0%

% of EOY assets

0.046%

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

$90,288

$72,446+24.6%

$67,561+33.6%

$145,877-38.1%

Participation rate

100.0%

76.9%+23.1pp

72.9%+27.1pp

80.3%+19.7pp

Annual return

9.88%

7211.98%-7202.1pp

3525.44%-3515.6pp

551.28%-541.4pp

Employer contribution / active EE

$9,581

$3,072+211.8%

$2,735+250.3%

$4,663+105.5%

Participant deferral / active EE

$5,483

$4,785+14.6%

$4,003+37.0%

$6,691-18.1%

Admin fee / account holder

$42

$5,541-99.2%

$4,006-99.0%

$13,402-99.7%

INFOLINK 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INFOLINK 403(B) 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