Retirement plan

OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION 403(B) PLAN

Name: OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION - OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION 403(B) PLAN (2025) Form 5500
Creator: OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION 403(B) PLAN, OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION

OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATIONEIN 31-1339322Plan #001PY 2025

PO BOX 361522 - COLUMBUS, OH 43236614-396-5959

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+12.2% from 2024

Total participants

-12.1% from 2024

Average account balance

$47,692

+20.2% from 2024

Annual return

17.50%

+6.75 pp from 2024

Benchmarks

See 7,240 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,240 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$129K

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

+17.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7007

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 codes2M3D2F2G2T2E

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.
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

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

$196K

$8919 / participant

Other / not subdivided$196K100.0%

% of EOY assets

14.693%

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

$47,692

$68,097-30.0%

$62,929-24.2%

$137,256-65.3%

Participation rate

95.5%

77.4%+18.0pp

73.1%+22.3pp

80.0%+15.5pp

Annual return

17.50%

1859.11%-1841.6pp

1063.93%-1046.4pp

220.34%-202.8pp

Employer contribution / active EE

$3,153

$2,811+12.2%

$2,505+25.9%

$4,156-24.1%

Participant deferral / active EE

$2,725

$4,553-40.1%

$3,888-29.9%

$6,407-57.5%

Admin fee / account holder

$7,007

$6,521+7.5%

$5,065+38.4%

$12,270-42.9%

OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION 403(B) 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