Retirement plan

CROSSROADS REHABILITATION CENTER INC. EMPLOYEES PENSION PLAN

Name: EASTERSEALS CROSSROADS - CROSSROADS REHABILITATION CENTER INC. EMPLOYEES PENSION PLAN (2024) Form 5500
Creator: EASTERSEALS CROSSROADS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROSSROADS REHABILITATION CENTER INC. EMPLOYEES PENSION PLAN, EASTERSEALS CROSSROADS

EASTERSEALS CROSSROADSEIN 35-0869058Plan #005PY 2024

4740 KINGSWAY DRIVE - INDIANAPOLIS, IN 46205317-746-6100eastersealscrossroads.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#006Retirement-$6.8M assets

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$4.8M

+0.5% from 2023

Total participants

191

-44.8% from 2023

Average account balance

$27,377

+14.8% from 2023

Annual return

12.00%

-3.80 pp from 2023

Benchmarks

See 6,019 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,019 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.79M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

175

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.

87.6%

Not enough data

1 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

+12.00%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825	Recordkeeping	$39,093

Plan features & details

Pension benefit codes2C2F2G2K2T3H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KATZ, SAPPER & MILLER, LLP
Auditor EIN: 351090346
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,377

$55,472-50.6%

$155,567-82.4%

$74,546-63.3%

Participation rate

87.6%

61.9%+25.7pp

78.2%+9.4pp

67.2%+20.4pp

Annual return

12.00%

268.72%-256.7pp

64.74%-52.7pp

1366.03%-1354.0pp

Employer contribution / active EE

$2,269-100.0%

$4,674-100.0%

$2,624-100.0%

Participant deferral / active EE

$2,838-100.0%

$5,628-100.0%

$4,347-100.0%

Admin fee / account holder

$1,743-100.0%

$15,916-100.0%

$1,944-100.0%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO10+ years

Service code 15 · EIN 35-0145825

Recordkeeping

$39,093

CROSSROADS REHABILITATION CENTER INC. EMPLOYEES PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CROSSROADS REHABILITATION CENTER INC. EMPLOYEES PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion