Retirement plan

CEDA OF COOK COUNTY, INC. SAVINGS PLAN

Name: COMMUNITY AND ECONOMIC DEVELOPMENT ASSOCIATION OF COOK COUNTY, INC. - CEDA OF COOK COUNTY, INC. SAVINGS PLAN (2024) Form 5500
Creator: COMMUNITY AND ECONOMIC DEVELOPMENT ASSOCIATION OF COOK COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CEDA OF COOK COUNTY, INC. SAVINGS PLAN, COMMUNITY AND ECONOMIC DEVELOPMENT ASSOCIATION OF COOK COUNTY, INC.

COMMUNITY AND ECONOMIC DEVELOPMENT ASSOCIATION OF COOK COUNTY, INC.EIN 36-2597741Plan #001PY 2024

567 W. LAKE STREET SUITE 1200 - CHICAGO, IL 60661312-795-8988LinkedIn201-500 employeeshospital & health care

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed July 14, 2010

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$17.4M

+11.3% from 2023

Total participants

570

+8.0% from 2023

Average account balance

$35,451

+18.8% from 2023

Annual return

12.63%

-5.06 pp from 2023

Benchmarks

See 4,117 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,117 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.41M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

491

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.

80.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.69M

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

+12.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$87

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
STADION MONEY MANAGEMENT4 years Filed as: STADION MONEY MANAGEMENT, LLC Service code 28 · EIN 45-1564286	Investment Management	$25,764
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400	Recordkeeping	$16,803

Plan features & details

Pension benefit codes2E2J2K2F2G3D

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

$43K

$105 / participant

Recordkeeping$17K39.5%
Investment mgmt$26K60.5%

% of EOY assets

0.245%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CHERRY BEKAERT LLP
Auditor EIN: 560574444
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,451

$50,919-30.4%

$155,556-77.2%

$77,762-54.4%

Participation rate

80.4%

63.1%+17.4pp

78.2%+2.2pp

70.6%+9.9pp

Annual return

12.63%

34.84%-22.2pp

64.84%-52.2pp

31.27%-18.6pp

Employer contribution / active EE

$1,092

$1,991-45.2%

$4,675-76.6%

$2,728-60.0%

Participant deferral / active EE

$3,092

$2,824+9.5%

$5,631-45.1%

$4,651-33.5%

Admin fee / account holder

$87

$437-80.1%

$15,885-99.5%

$433-80.0%

Provider

Service type

Compensation

STADION MONEY MANAGEMENT4 years

Filed as: STADION MONEY MANAGEMENT, LLC

Service code 28 · EIN 45-1564286

Investment Management

$25,764

AMERITAS LIFE INSURANCE CORP4 years

Filed as: AMERITAS LIFE INSURANCE CORP.

Service code 15 · EIN 47-0098400

Recordkeeping

$16,803

CEDA OF COOK COUNTY, INC. SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CEDA OF COOK COUNTY, INC. SAVINGS PLAN

Top hat statement on fileNQDC

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