Retirement plan

SCANDINAVIAN SCHOOL OF JERSEY CITY 401(K) & PROFIT SHARING PLA

Name: THE SCANDINAVIAN SCHOOL OF JERSE - SCANDINAVIAN SCHOOL OF JERSEY CITY 401(K) & PROFIT SHARING PLA (2025) Form 5500
Creator: THE SCANDINAVIAN SCHOOL OF JERSE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCANDINAVIAN SCHOOL OF JERSEY CITY 401(K) & PROFIT SHARING PLA, THE SCANDINAVIAN SCHOOL OF JERSE

THE SCANDINAVIAN SCHOOL OF JERSEEIN 27-2044714Plan #001PY 2025

699 WENDEL PL. - TEANECK, NJ 07666917-536-7911scandischool.comLinkedIn1-10 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$416K

+149.9% from 2024

Total participants

+24.6% from 2024

Average account balance

$6,505

+130.4% from 2024

Annual return

31.78%

+4.85 pp from 2024

Benchmarks

See 15,542 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,542 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$416K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

92.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$204K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+31.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$133

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

1 tripped

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

$123 / participant

Other / not subdivided$9K100.0%

% of EOY assets

2.043%

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

$6,505

$76,407-91.5%

$150,298-95.7%

$82,448-92.1%

Participation rate

82.6%

66.4%+16.2pp

77.8%+4.8pp

68.1%+14.5pp

Annual return

31.78%

39.99%-8.2pp

62.79%-31.0pp

41.64%-9.9pp

Employer contribution / active EE

$1,476

$2,614-43.5%

$4,154-64.5%

$2,551-42.2%

Participant deferral / active EE

$1,483

$3,214-53.9%

$5,453-72.8%

$4,139-64.2%

Admin fee / account holder

$133

$6,352-97.9%

$14,116-99.1%

$7,234-98.2%

SCANDINAVIAN SCHOOL OF JERSEY CITY 401(K) & PROFIT SHARING PLA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCANDINAVIAN SCHOOL OF JERSEY CITY 401(K) & PROFIT SHARING PLA

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