Retirement plan

TRAVELERS AID SOCIETY OF PITTSBURGH, INC. 403(B) SAVINGS PLAN

Name: TRAVELERS AID SOCIETY OF PITTSBURGH, INC. - TRAVELERS AID SOCIETY OF PITTSBURGH, INC. 403(B) SAVINGS PLAN (2025) Form 5500
Creator: TRAVELERS AID SOCIETY OF PITTSBURGH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRAVELERS AID SOCIETY OF PITTSBURGH, INC. 403(B) SAVINGS PLAN, TRAVELERS AID SOCIETY OF PITTSBURGH, INC.

TRAVELERS AID SOCIETY OF PITTSBURGH, INC.dba TRAVELERS AIDEIN 25-0965581Plan #001PY 2025

PO BOX 23534 - PITTSBURGH, PA 15222412-281-5474travelersaidpgh.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+26.3% from 2024

Total participants

0.0% from 2024

Average account balance

$51,431

+26.3% from 2024

Annual return

15.25%

+5.14 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.23M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

141.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$116K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$380

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 codes2M2G2L2T2F

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$9K

$536 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.739%

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

$51,431

$174,379-70.5%

$152,093-66.2%

$138,895-63.0%

Participation rate

94.1%

81.6%+12.5pp

77.8%+16.4pp

79.9%+14.2pp

Annual return

15.25%

74.86%-59.6pp

66.36%-51.1pp

145.39%-130.1pp

Employer contribution / active EE

$4,179

$4,652-10.2%

$4,175+0.1%

$4,194-0.4%

Participant deferral / active EE

$2,659

$6,159-56.8%

$5,451-51.2%

$6,396-58.4%

Admin fee / account holder

$380

$16,880-97.7%

$14,497-97.4%

$12,562-97.0%

TRAVELERS AID SOCIETY OF PITTSBURGH, INC. 403(B) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRAVELERS AID SOCIETY OF PITTSBURGH, INC. 403(B) SAVINGS 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