Retirement plan

ICHEN ART ACADEMY, INC. RETIREMENT PLAN

Name: ICHEN ART ACADEMY, INC. - ICHEN ART ACADEMY, INC. RETIREMENT PLAN (2025) Form 5500
Creator: ICHEN ART ACADEMY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ICHEN ART ACADEMY, INC. RETIREMENT PLAN, ICHEN ART ACADEMY, INC.

ICHEN ART ACADEMY, INC.EIN 26-2563905Plan #002PY 2025

43319 MISSION BLVD. - FREMONT, CA 94539510-353-0860ichenartacademy.comLinkedIn11-50 employeesfine art

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+37.3% from 2024

Total participants

+37.5% from 2024

Average account balance

$207,689

-17.6% from 2024

Annual return

15.69%

+4.17 pp from 2024

Benchmarks

See 4,159 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort4,159 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$208K

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.

23.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$207,689

$76,368+172.0%

$67,681+206.9%

$154,746+34.2%

Participation rate

19.0%

79.0%-59.9pp

73.7%-54.7pp

80.7%-61.7pp

Annual return

15.69%

1066.77%-1051.1pp

590.58%-574.9pp

172.34%-156.6pp

Employer contribution / active EE

$977

$3,151-69.0%

$2,678-63.5%

$4,379-77.7%

Participant deferral / active EE

$6,814

$4,824+41.3%

$3,976+71.4%

$6,730+1.2%

Admin fee / account holder

$8,559-100.0%

$6,100-100.0%

$14,365-100.0%

ICHEN ART ACADEMY, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ICHEN ART ACADEMY, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion