Retirement plan

OBSESSIVE COMPULSIVE FOUNDATIO 401(K) PROFIT SHARING PLAN & TRUST

Name: INTERNATIONAL OCD FOUNDATION I - OBSESSIVE COMPULSIVE FOUNDATIO 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: INTERNATIONAL OCD FOUNDATION I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OBSESSIVE COMPULSIVE FOUNDATIO 401(K) PROFIT SHARING PLAN & TRUST, INTERNATIONAL OCD FOUNDATION I

INTERNATIONAL OCD FOUNDATION IEIN 22-2894564Plan #001PY 2024

55 COURT ST STE 310 - BOSTON, MA 021082104617-973-5801iocdf.orgLinkedIn11-50 employeesmental health care

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$831K

+11.7% from 2023

Total participants

+23.3% from 2023

Average account balance

$23,078

-13.1% from 2023

Annual return

15.98%

-0.60 pp from 2023

Benchmarks

See 22,321 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,321 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$831K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

171.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4615

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$166K

$7911 / participant

Other / not subdivided$166K100.0%

% of EOY assets

19.997%

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

$23,078

$111,785-79.4%

$93,669-75.4%

$145,877-84.2%

Participation rate

95.2%

74.2%+21.0pp

68.7%+26.5pp

80.3%+14.9pp

Annual return

15.98%

203.79%-187.8pp

133.59%-117.6pp

551.28%-535.3pp

Employer contribution / active EE

$2,048

$3,096-33.9%

$2,424-15.5%

$4,663-56.1%

Participant deferral / active EE

$4,323

$4,919-12.1%

$4,416-2.1%

$6,691-35.4%

Admin fee / account holder

$4,615

$10,256-55.0%

$8,291-44.3%

$13,402-65.6%

OBSESSIVE COMPULSIVE FOUNDATIO 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OBSESSIVE COMPULSIVE FOUNDATIO 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