Retirement plan

OFFICE OF HUMAN SERVICES TDA PLAN

Name: OFFICE OF HUMAN SERVICES - OFFICE OF HUMAN SERVICES TDA PLAN (2025) Form 5500
Creator: OFFICE OF HUMAN SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OFFICE OF HUMAN SERVICES TDA PLAN, OFFICE OF HUMAN SERVICES

OFFICE OF HUMAN SERVICESEIN 25-1238804Plan #002PY 2025

PO BOX A, 118 CENTER STREET - RIDGWAY, PA 158530306814-776-2191ohsaging.comLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.8M

+1.8% from 2024

Total participants

-2.1% from 2024

Average account balance

$85,998

+1.8% from 2024

Annual return

11.77%

-0.05 pp from 2024

Benchmarks

See 8,256 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort8,256 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.78M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

115.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$260K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14302

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 codes2F2G2T3D

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.
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

$629K

$16560 / participant

Other / not subdivided$629K100.0%

% of EOY assets

16.630%

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

$85,998

$78,690+9.3%

$161,489-46.7%

$87,485-1.7%

Participation rate

94.7%

67.5%+27.3pp

78.7%+16.0pp

68.9%+25.8pp

Annual return

11.77%

32.74%-21.0pp

89.72%-77.9pp

26.06%-14.3pp

Employer contribution / active EE

$3,484

$2,588+34.6%

$4,268-18.4%

$2,596+34.2%

Participant deferral / active EE

$3,351

$3,311+1.2%

$5,630-40.5%

$4,274-21.6%

Admin fee / account holder

$14,302

$6,724+112.7%

$16,006-10.6%

$7,775+84.0%

OFFICE OF HUMAN SERVICES TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OFFICE OF HUMAN SERVICES TDA 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