Retirement plan

EMPLOYEE BENEFIT PLAN OF NUNATAKS LTD D/B/A GREENBURGH NATURE CENTER

Name: NUNATAKS LTD D/B/A GREENBURGH NATUR E CENTER - EMPLOYEE BENEFIT PLAN OF NUNATAKS LTD D/B/A GREENBURGH NATURE CENTER (2015) Form 5500
Creator: NUNATAKS LTD D/B/A GREENBURGH NATUR E CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF NUNATAKS LTD D/B/A GREENBURGH NATURE CENTER, NUNATAKS LTD D/B/A GREENBURGH NATUR E CENTER

NUNATAKS LTD D/B/A GREENBURGH NATUR E CENTEREIN 23-7454025Plan #003PY 2015

99 DROMORE RD - SCARSDALE, NY 10583914-723-3470LinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed January 6, 2025

Plan administrator

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99 Dromore Rd

Scarsdale, NY 10583

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Plans declared (1)

Plan name not on file1 emp

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Total assets (EOY)

$358K

No prior year

Total participants

No prior year

Average account balance

$29,803

No prior year

Annual return

-1.23%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$564K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

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

+12.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5232

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

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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 codes2E2F2G2J2T

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$15K

$1523 / participant

Other / not subdivided$15K100.0%

% of EOY assets

4.258%

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

$29,803

$84,685-64.8%

$73,836-59.6%

$125,389-76.2%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-1.23%

3123.80%-3125.0pp

2268.06%-2269.3pp

282.24%-283.5pp

Employer contribution / active EE

$2,590

$3,123-17.1%

$2,787-7.1%

$4,866-46.8%

Participant deferral / active EE

$847

$3,993-78.8%

$3,583-76.4%

$5,352-84.2%

Admin fee / account holder

$1,269

$5,694-77.7%

$4,882-74.0%

$9,541-86.7%

EMPLOYEE BENEFIT PLAN OF NUNATAKS LTD D/B/A GREENBURGH NATURE CENTER

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF NUNATAKS LTD D/B/A GREENBURGH NATURE CENTER

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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