Retirement plan

SUN VALLEY CENTER FOR THE ARTS 401(K) PLAN

Name: SUN VALLEY CENTER FOR THE ARTS - SUN VALLEY CENTER FOR THE ARTS 401(K) PLAN (2025) Form 5500
Creator: SUN VALLEY CENTER FOR THE ARTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUN VALLEY CENTER FOR THE ARTS 401(K) PLAN, SUN VALLEY CENTER FOR THE ARTS

SUN VALLEY CENTER FOR THE ARTSEIN 23-7113276Plan #001PY 2025

P.O. BOX 656 - SUN VALLEY, ID 83353208-726-9491

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$628K

-29.4% from 2024

Total participants

-7.1% from 2024

Average account balance

$52,315

-23.5% from 2024

Annual return

2.68%

-13.81 pp from 2024

Benchmarks

See 6,834 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,834 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$628K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$141K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+2.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35574

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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$427K

$47432 / participant

Other / not subdivided$427K100.0%

% of EOY assets

68.001%

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

$52,315

$154,754-66.2%

$124,206-57.9%

$138,895-62.3%

Participation rate

88.9%

75.5%+13.4pp

69.6%+19.3pp

79.9%+9.0pp

Annual return

2.68%

709.28%-706.6pp

515.27%-512.6pp

145.39%-142.7pp

Employer contribution / active EE

$2,579

$4,446-42.0%

$3,540-27.1%

$4,194-38.5%

Participant deferral / active EE

$13,142

$4,621+184.4%

$3,968+231.2%

$6,396+105.5%

Admin fee / account holder

$35,574

$6,690+431.8%

$5,929+500.1%

$12,562+183.2%

SUN VALLEY CENTER FOR THE ARTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUN VALLEY CENTER FOR THE ARTS 401(K) 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