Retirement plan

IMMIGRATION CENTER FOR WOMEN AND CHILDREN 403(B) RETIREMENT PLAN

Name: IMMIGRATION CENTER FOR WOMEN AND CH - IMMIGRATION CENTER FOR WOMEN AND CHILDREN 403(B) RETIREMENT PLAN (2024) Form 5500
Creator: IMMIGRATION CENTER FOR WOMEN AND CH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMMIGRATION CENTER FOR WOMEN AND CHILDREN 403(B) RETIREMENT PLAN, IMMIGRATION CENTER FOR WOMEN AND CH

IMMIGRATION CENTER FOR WOMEN AND CHEIN 32-0102178Plan #001PY 2024

634 S SPRING ST STE 727 - LOS ANGELES, CA 90014213-614-1165icwclaw.orgLinkedIn51-200 employeeslegal services

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+30.2% from 2023

Total participants

129

+12.2% from 2023

Average account balance

$29,184

+9.4% from 2023

Annual return

14.23%

-4.17 pp from 2023

Benchmarks

See 28,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,844 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.74M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

116.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$347K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$139

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 codes2S2M3D2G2F2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$13K

$161 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.476%

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

$29,184

$102,422-71.5%

$147,117-80.2%

$80,959-64.0%

Participation rate

56.8%

75.9%-19.1pp

82.2%-25.4pp

67.7%-10.9pp

Annual return

14.23%

135.16%-120.9pp

420.54%-406.3pp

35.67%-21.4pp

Employer contribution / active EE

$976

$3,717-73.8%

$4,932-80.2%

$2,757-64.6%

Participant deferral / active EE

$3,309

$6,652-50.3%

$8,065-59.0%

$4,300-23.0%

Admin fee / account holder

$139

$7,953-98.3%

$12,993-98.9%

$6,925-98.0%

IMMIGRATION CENTER FOR WOMEN AND CHILDREN 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMMIGRATION CENTER FOR WOMEN AND CHILDREN 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