Retirement plan

ACTIONAIDS, INC. 403(B) RETIREMENT PLAN

Name: ACTIONAIDS, INC. DBAACTION WELLNESS - ACTIONAIDS, INC. 403(B) RETIREMENT PLAN (2024) Form 5500
Creator: ACTIONAIDS, INC. DBAACTION WELLNESS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACTIONAIDS, INC. 403(B) RETIREMENT PLAN, ACTIONAIDS, INC. DBAACTION WELLNESS

ACTIONAIDS, INC. DBAACTION WELLNESSEIN 23-2446355Plan #001PY 2024

1216 ARCH STREET, 6TH FLOOR - PHILADELPHIA, PA 19107215-981-3313

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.4M

+2.1% from 2023

Total participants

139

-6.1% from 2023

Average account balance

$28,847

+3.0% from 2023

Annual return

12.86%

+1.00 pp from 2023

Benchmarks

See 10,680 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,680 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.68M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

117

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.

76.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$249K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$68

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
NATIONWIDE9+ years Service code 15 · EIN 31-4156830	Recordkeeping	$16,785
PPATPA1 year Service code 49 1216 ARCH STREET, 6TH FLOOR · PHILADELPHIA, PA 191072835	Other Services	$2,123
MASSACHUSETTS MUTUAL LIFE INS. CO.4 years Filed as: MML INVESTORS SERVICES LLC Service code 15 PO BOX9500 · SPRINGFIELD, MA 011028089	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2G2J2L2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$45 / participant

Contract admin$4K100.0%

% of EOY assets

0.115%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WITHUMSMITH+BROWN P.C .
Auditor EIN: 222027092
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,847

$58,241-50.5%

$81,780-64.7%

$80,911-64.3%

Participation rate

77.3%

63.4%+13.8pp

72.4%+4.9pp

67.6%+9.6pp

Annual return

12.86%

41.73%-28.9pp

776.27%-763.4pp

35.63%-22.8pp

Employer contribution / active EE

$784

$2,343-66.5%

$2,914-73.1%

$2,756-71.5%

Participant deferral / active EE

$2,553

$3,283-22.2%

$4,321-40.9%

$4,297-40.6%

Admin fee / account holder

$33

$4,973-99.3%

$7,384-99.5%

$6,935-99.5%

Provider

Service type

Compensation

NATIONWIDE9+ years

Service code 15 · EIN 31-4156830

Recordkeeping

$16,785

PPATPA1 year

Service code 49

1216 ARCH STREET, 6TH FLOOR · PHILADELPHIA, PA 191072835

Other Services

$2,123

MASSACHUSETTS MUTUAL LIFE INS. CO.4 years

Filed as: MML INVESTORS SERVICES LLC

Service code 15

PO BOX9500 · SPRINGFIELD, MA 011028089

Recordkeeping

ACTIONAIDS, INC. 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACTIONAIDS, INC. 403(B) RETIREMENT 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