Retirement plan

INTERNATIONAL FRATERNITY OF DELTA SIGMA PI 401(K) PROFIT SHARING PLAN

Name: INTERNATIONAL FRATERNITY OF DELTA SIGMA PI - INTERNATIONAL FRATERNITY OF DELTA SIGMA PI 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: INTERNATIONAL FRATERNITY OF DELTA SIGMA PI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL FRATERNITY OF DELTA SIGMA PI 401(K) PROFIT SHARING PLAN, INTERNATIONAL FRATERNITY OF DELTA SIGMA PI

INTERNATIONAL FRATERNITY OF DELTA SIGMA PIEIN 31-0589457Plan #001PY 2025

330 SOUTH CAMPUS AVENUE - OXFORD, OH 45056513-523-1907LinkedIn1-10 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.7M

+15.3% from 2024

Total participants

+27.3% from 2024

Average account balance

$220,663

-15.7% from 2024

Annual return

11.76%

-0.11 pp from 2024

Benchmarks

See 25,286 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort25,286 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.74M

Not enough data

1 years with asset history on file

Average account balance

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

$221K

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.

89.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$325K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+11.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5977

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 codes2F2G2J2T2E3D

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$155K

$8179 / participant

Other / not subdivided$155K100.0%

% of EOY assets

2.709%

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

$220,663

$102,595+115.1%

$94,057+134.6%

$154,746+42.6%

Participation rate

89.5%

76.0%+13.5pp

73.3%+16.1pp

80.7%+8.8pp

Annual return

11.76%

583.42%-571.7pp

480.62%-468.9pp

172.34%-160.6pp

Employer contribution / active EE

$11,548

$3,147+266.9%

$2,933+293.7%

$4,379+163.7%

Participant deferral / active EE

$5,539

$5,118+8.2%

$4,709+17.6%

$6,730-17.7%

Admin fee / account holder

$5,977

$7,736-22.7%

$7,244-17.5%

$14,365-58.4%

INTERNATIONAL FRATERNITY OF DELTA SIGMA PI 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL FRATERNITY OF DELTA SIGMA PI 401(K) PROFIT SHARING 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