Retirement plan

J.C. FLOWERS FOUNDATION 403(B) RETIREMENT PLAN

Name: J.C. FLOWERS FOUNDATION - J.C. FLOWERS FOUNDATION 403(B) RETIREMENT PLAN (2024) Form 5500
Creator: J.C. FLOWERS FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.C. FLOWERS FOUNDATION 403(B) RETIREMENT PLAN, J.C. FLOWERS FOUNDATION

J.C. FLOWERS FOUNDATIONEIN 27-2142340Plan #001PY 2024

767 5TH AVE FL 23RD - NEW YORK, NY 10153646-984-0382jcflowersfoundation.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$173K

+227.4% from 2023

Total participants

+11.1% from 2023

Average account balance

$19,276

+45.5% from 2023

Annual return

20.91%

+20.91 pp from 2023

Benchmarks

See 50,137 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,137 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$173K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+20.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$244

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

See the 3-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2M3D2G2F2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$275 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.268%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,276

$88,710-78.3%

$81,783-76.4%

$145,959-86.8%

Participation rate

87.5%

75.0%+12.5pp

72.4%+15.1pp

80.3%+7.2pp

Annual return

20.91%

1027.26%-1006.3pp

775.05%-754.1pp

561.95%-541.0pp

Employer contribution / active EE

$4,203

$3,083+36.3%

$2,913+44.3%

$4,661-9.8%

Participant deferral / active EE

$9,749

$4,645+109.9%

$4,320+125.7%

$6,689+45.8%

Admin fee / account holder

$244

$8,407-97.1%

$7,380-96.7%

$13,398-98.2%

J.C. FLOWERS FOUNDATION 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J.C. FLOWERS FOUNDATION 403(B) RETIREMENT 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