Retirement plan

EMPLOYEE BENEFIT PLAN OF RANCHO SAN ANTONIO BOYS HOME, INC.

Name: RANCHO SAN ANTONIO BOYS HOME, INC. - EMPLOYEE BENEFIT PLAN OF RANCHO SAN ANTONIO BOYS HOME, INC. (2024) Form 5500
Creator: RANCHO SAN ANTONIO BOYS HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF RANCHO SAN ANTONIO BOYS HOME, INC., RANCHO SAN ANTONIO BOYS HOME, INC.

RANCHO SAN ANTONIO BOYS HOME, INC.EIN 26-0588029Plan #002PY 2024

21000 PLUMMER ST - CHATSWORTH, CA 913114903818-882-6400ranchosanantonio.orgLinkedIn51-200 employeeshospital & health care

Other plans on this EIN

1 filing

#003Retirement-$2.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$20.3M

+21.8% from 2023

Total participants

337

+5.3% from 2023

Average account balance

$63,685

+10.3% from 2023

Annual return

17.26%

+5.59 pp from 2023

Benchmarks

See 2,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,058 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.28M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

261

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.38M

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

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP5 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Account maintenanc...	$4,070

Plan features & details

Pension benefit codes2G2J2E2F

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$19 / participant

Recordkeeping$4K100.0%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HARRINGTON GROUP LLP
Auditor EIN: 954557617
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,685

$60,393+5.5%

$81,820-22.2%

$74,429-14.4%

Participation rate

91.7%

62.9%+28.8pp

72.4%+19.3pp

67.2%+24.5pp

Annual return

17.26%

16.89%+0.4pp

777.93%-760.7pp

1368.38%-1351.1pp

Employer contribution / active EE

$3,507

$2,626+33.5%

$2,915+20.3%

$2,625+33.6%

Participant deferral / active EE

$1,957

$3,397-42.4%

$4,323-54.7%

$4,348-55.0%

Admin fee / account holder

$13

$1,491-99.1%

$7,391-99.8%

$1,944-99.3%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP5 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Account maintenanc...

$4,070

EMPLOYEE BENEFIT PLAN OF RANCHO SAN ANTONIO BOYS HOME, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF RANCHO SAN ANTONIO BOYS HOME, INC.

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