Retirement plan

BREAST CANCER ANGELS 401(K) PROFIT SHARING PLAN AND TRUST

Name: BREAST CANCER ANGELS - BREAST CANCER ANGELS 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: BREAST CANCER ANGELS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BREAST CANCER ANGELS 401(K) PROFIT SHARING PLAN AND TRUST, BREAST CANCER ANGELS

BREAST CANCER ANGELSEIN 33-0937846Plan #001PY 2024

15173 SPRINGDALE - HUNTINGTON BEACH, CA 92649310-766-0943breastcancerangels.orgLinkedIn1-10 employeesfund-raising

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$98K

+28.4% from 2023

Total participants

+100.0% from 2023

Average account balance

$98,425

+28.4% from 2023

Annual return

14.87%

-3.89 pp from 2023

Benchmarks

See 50,137 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,137 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$98K

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$400

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 codes2E2F2G2J2T3D

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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$400

$200 / participant

Other / not subdivided$400100.0%

% of EOY assets

0.406%

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

$98,425

$88,710+11.0%

$81,783+20.3%

$145,959-32.6%

Participation rate

50.0%

75.0%-25.0pp

72.4%-22.4pp

80.3%-30.3pp

Annual return

14.87%

1027.26%-1012.4pp

775.05%-760.2pp

561.95%-547.1pp

Employer contribution / active EE

$3,083-100.0%

$2,913-100.0%

$4,661-100.0%

Participant deferral / active EE

$5,200

$4,645+12.0%

$4,320+20.4%

$6,689-22.3%

Admin fee / account holder

$400

$8,407-95.2%

$7,380-94.6%

$13,398-97.0%

BREAST CANCER ANGELS 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BREAST CANCER ANGELS 401(K) PROFIT SHARING PLAN AND TRUST

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