Retirement plan

IN HIS STEPS FOUNDATION 403(B) RETIREMENT PLAN

Name: IN HIS STEPS FOUNDATION - IN HIS STEPS FOUNDATION 403(B) RETIREMENT PLAN (2025) Form 5500
Creator: IN HIS STEPS FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IN HIS STEPS FOUNDATION 403(B) RETIREMENT PLAN, IN HIS STEPS FOUNDATION

IN HIS STEPS FOUNDATIONEIN 31-1512682Plan #001PY 2025

PO BOX 31750 - INDEPENDENCE, OH 441311750330-528-1785ihsfound.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$29

-100.0% from 2024

Total participants

-66.7% from 2024

Average account balance

$29

-99.9% from 2024

Annual return

14.72%

-5.42 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

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

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 codes2F2G2M2T

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$106K

Other / not subdivided$106K100.0%

% of EOY assets

364500.000%

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

$29

$102,595-100.0%

$94,057-100.0%

$154,746-100.0%

Participation rate

0.0%

76.0%-76.0pp

73.3%-73.3pp

80.7%-80.7pp

Annual return

14.72%

583.42%-568.7pp

480.62%-465.9pp

172.34%-157.6pp

Employer contribution / active EE

$3,147-100.0%

$2,933-100.0%

$4,379-100.0%

Participant deferral / active EE

$5,118-100.0%

$4,709-100.0%

$6,730-100.0%

Admin fee / account holder

$105,705

$7,736+1266.4%

$7,244+1359.1%

$14,365+635.8%

IN HIS STEPS FOUNDATION 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IN HIS STEPS 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