Retirement plan

OPERATION HOMEFRONT 401(K) PLAN

Name: OPERATION HOMEFRONT, INC. - OPERATION HOMEFRONT 401(K) PLAN (2024) Form 5500
Creator: OPERATION HOMEFRONT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OPERATION HOMEFRONT 401(K) PLAN, OPERATION HOMEFRONT, INC.

OPERATION HOMEFRONT, INC.EIN 32-0033325Plan #001PY 2024

17319 SAN PEDRO AVE., STE 505 - SAN ANTONIO, TX 78232210-659-7756operationhomefront.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.8M

+16.9% from 2023

Total participants

163

+0.6% from 2023

Average account balance

$47,211

+14.5% from 2023

Annual return

14.38%

-4.22 pp from 2023

Benchmarks

See 1,416 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,416 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.85M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

145

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.

85.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$979K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 5 by compensation

Provider	Service type	Compensation
WORLD INVESTMENT ADVISORS LLC1 year Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632	Other Fees	$26,206
VOYA RETIREMENT INSURANCE & ANNUITY1 year Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491	Advisory (Participants)	$1,706
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381	Advisory (Participants)	$312
VOYA RETIREMENT INSURANCE & ANNUITY7 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708	Advisory (Participants)	$312
LOREN D. STARK COMPANY4 years Service code 49 10750 ROCKLEY ROAD · HOUSTON, TX 77099	Other Services	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

$5K

$43 / participant

Contract admin$5K100.0%

% of EOY assets

0.079%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ADKF, P.C.
Auditor EIN: 742606559
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,211

$45,126+4.6%

$85,187-44.6%

$74,459-36.6%

Participation rate

85.6%

49.4%+36.2pp

67.5%+18.1pp

67.2%+18.4pp

Annual return

14.38%

26.30%-11.9pp

66.67%-52.3pp

1369.70%-1355.3pp

Employer contribution / active EE

$2,728

$1,460+86.8%

$2,732-0.2%

$2,626+3.9%

Participant deferral / active EE

$5,108

$2,738+86.5%

$4,525+12.9%

$4,350+17.4%

Admin fee / account holder

$37

$2,212-98.3%

$6,162-99.4%

$1,945-98.1%

Provider

Service type

Compensation

WORLD INVESTMENT ADVISORS LLC1 year

Filed as: WORLD INVESTMENT ADVISORS, LLC

Service code 99 · EIN 61-1758632

Other Fees

$26,206

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Filed as: VOYA RETIREMENT ADVISORS, LLC

Service code 26 · EIN 02-0488491

Advisory (Participants)

$1,706

MORNINGSTAR4 years

Filed as: MORNINGSTAR INVESTMENT MANAGEMENT

Service code 26 · EIN 36-4317381

Advisory (Participants)

$312

VOYA RETIREMENT INSURANCE & ANNUITY7 years

Filed as: VOYA RETIREMENT INSURANCE AND ANNUI

Service code 26 · EIN 71-0294708

Advisory (Participants)

$312

LOREN D. STARK COMPANY4 years

Service code 49

10750 ROCKLEY ROAD · HOUSTON, TX 77099

Other Services

OPERATION HOMEFRONT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OPERATION HOMEFRONT 401(K) 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