Retirement plan

COMMUNITIES IN SCHOOLS OF LOS ANGELES 401(K) PROFIT SHARING PLAN AND TRUST

Name: COMMUNITIES IN SCHOOLS OF LOS ANGELES - COMMUNITIES IN SCHOOLS OF LOS ANGELES 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: COMMUNITIES IN SCHOOLS OF LOS ANGELES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITIES IN SCHOOLS OF LOS ANGELES 401(K) PROFIT SHARING PLAN AND TRUST, COMMUNITIES IN SCHOOLS OF LOS ANGELES

COMMUNITIES IN SCHOOLS OF LOS ANGELESEIN 26-0404220Plan #001PY 2024

2000 AVENUE OF THE STARS - LOS ANGELES, CA 90067424-288-2809LinkedIn11-50 employees

Prospect flagsLow returnsHigh feesLow assets / participantLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$657K

+18.8% from 2023

Total participants

-16.1% from 2023

Average account balance

$17,748

-16.5% from 2023

Annual return

8.51%

-10.81 pp from 2023

Benchmarks

See 28,860 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,860 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$657K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

92.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

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

+8.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3355

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

5 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$124K

$3103 / participant

Other / not subdivided$124K100.0%

% of EOY assets

18.901%

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

$17,748

$102,385-82.7%

$147,080-87.9%

$80,935-78.1%

Participation rate

75.0%

75.9%-0.9pp

82.2%-7.2pp

67.7%+7.3pp

Annual return

8.51%

135.09%-126.6pp

420.17%-411.7pp

35.66%-27.1pp

Employer contribution / active EE

$3,717-100.0%

$4,933-100.0%

$2,757-100.0%

Participant deferral / active EE

$3,634

$6,651-45.4%

$8,066-55.0%

$4,299-15.5%

Admin fee / account holder

$3,355

$7,951-57.8%

$12,989-74.2%

$6,924-51.6%

COMMUNITIES IN SCHOOLS OF LOS ANGELES 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITIES IN SCHOOLS OF LOS ANGELES 401(K) PROFIT SHARING PLAN AND TRUST

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