Retirement plan

CENTER FOR SOUTHEAST ASIANS 403(B) PLAN

Name: CENTER FOR SOUTHEAST ASIANS - CENTER FOR SOUTHEAST ASIANS 403(B) PLAN (2023) Form 5500
Creator: CENTER FOR SOUTHEAST ASIANS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR SOUTHEAST ASIANS 403(B) PLAN, CENTER FOR SOUTHEAST ASIANS

CENTER FOR SOUTHEAST ASIANSEIN 22-2914654Plan #001PY 2023

270 ELMWOOD AVE - PROVIDENCE, RI 02907401-274-8811LinkedIn11-50 employees

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed May 27, 2026

Plan administrator

Plan administrator name— Sign in and upgrade to view

270 Elmwood Avenue

Providence, RI 02907

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Plans declared (2)

Center for Southeast Asians 457(b) Plan1 emp
Center for Southeast Asians 457(f) Plan1 emp

Total covered: 2 employees

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Total assets (EOY)

$548K

+53.5% from 2022

Total participants

0.0% from 2022

Average account balance

$23,813

+53.5% from 2022

Annual return

16.53%

+35.65 pp from 2022

Benchmarks

See 108,131 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort108,131 peers

Snapshot2023

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Analytics

Total assets (EOY)

Plan-year ending balance

$888K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

207.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+33.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4868

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

See the 8-year trajectory. $4.99 for your first month.

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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 codes2A2E

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$226 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.659%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,813

$175,202-86.4%

$149,673-84.1%

$139,434-82.9%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

16.53%

166.71%-150.2pp

134.42%-117.9pp

372.94%-356.4pp

Employer contribution / active EE

$4,237

$5,474-22.6%

$4,818-12.1%

$4,751-10.8%

Participant deferral / active EE

$4,237

$6,519-35.0%

$5,680-25.4%

$6,710-36.9%

Admin fee / account holder

$157

$16,150-99.0%

$13,210-98.8%

$11,403-98.6%

CENTER FOR SOUTHEAST ASIANS 403(B) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR SOUTHEAST ASIANS 403(B) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

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