Retirement plan

APOSTOLIC CHRISTIAN LIFEPOINTS RETIREMENT INCOME PLAN

Name: APOSTOLIC CHRISTIAN LIFEPOINTS - APOSTOLIC CHRISTIAN LIFEPOINTS RETIREMENT INCOME PLAN (2025) Form 5500
Creator: APOSTOLIC CHRISTIAN LIFEPOINTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APOSTOLIC CHRISTIAN LIFEPOINTS RETIREMENT INCOME PLAN, APOSTOLIC CHRISTIAN LIFEPOINTS

APOSTOLIC CHRISTIAN LIFEPOINTSEIN 23-7033585Plan #001PY 2025

2073 VETERANS ROAD - MORTON, IL 61550309-266-9781aclifepoints.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.2M

+21.4% from 2024

Total participants

431

+10.8% from 2024

Average account balance

$30,444

+14.1% from 2024

Annual return

13.18%

-0.45 pp from 2024

Benchmarks

See 1,145 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort1,145 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.21M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

401

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.

90.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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 1 by compensation

Provider	Service type	Compensation
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611	Advisory (Plan)	$25,641

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$27K

$82 / participant

Investment mgmt$26K95.9%
Contract admin$1K4.1%

% of EOY assets

0.219%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SIKICH CPA LLC
Auditor EIN: 541172176
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,444

$46,464-34.5%

$150,298-79.7%

$79,634-61.8%

Participation rate

90.8%

57.0%+33.9pp

77.8%+13.1pp

62.5%+28.3pp

Annual return

13.18%

27.89%-14.7pp

62.79%-49.6pp

36.46%-23.3pp

Employer contribution / active EE

$2,191

$1,512+44.9%

$4,154-47.3%

$2,529-13.4%

Participant deferral / active EE

$1,634

$2,157-24.2%

$5,453-70.0%

$3,835-57.4%

Admin fee / account holder

$67

$891-92.5%

$14,116-99.5%

$1,002-93.3%

Provider

Service type

Compensation

LPL FINANCIAL10+ years

Filed as: LPL FINANCIAL RPCP

Service code 27 · EIN 04-3046611

Advisory (Plan)

$25,641

APOSTOLIC CHRISTIAN LIFEPOINTS RETIREMENT INCOME PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APOSTOLIC CHRISTIAN LIFEPOINTS RETIREMENT INCOME 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