Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF ASSOCIATED INDUSTRIES FOR THE BLIND

Name: ASSOCIATED INDUSTRIES FOR THE BLIND - 403(B) THRIFT PLAN FOR EMPLOYEES OF ASSOCIATED INDUSTRIES FOR THE BLIND (2024) Form 5500
Creator: ASSOCIATED INDUSTRIES FOR THE BLIND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF ASSOCIATED INDUSTRIES FOR THE BLIND, ASSOCIATED INDUSTRIES FOR THE BLIND

ASSOCIATED INDUSTRIES FOR THE BLINDEIN 36-4185327Plan #001PY 2024

1540 S. 108TH STREET - WEST ALLIS, WI 53214414-778-5800

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.6M

+22.9% from 2023

Total participants

+13.5% from 2023

Average account balance

$69,319

+19.7% from 2023

Annual return

13.46%

-2.88 pp from 2023

Benchmarks

See 2,434 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,434 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.63M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

140.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$205K

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

+13.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63

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 codes2G3D2J

Plan features

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.
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

$2K

$88 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.090%

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

$69,319

$61,816+12.1%

$97,260-28.7%

$80,935-14.4%

Participation rate

85.2%

63.5%+21.7pp

72.7%+12.5pp

67.7%+17.5pp

Annual return

13.46%

-558.73%+572.2pp

75.54%-62.1pp

35.66%-22.2pp

Employer contribution / active EE

$2,030

$1,836+10.5%

$2,721-25.4%

$2,757-26.4%

Participant deferral / active EE

$5,570

$3,027+84.0%

$4,262+30.7%

$4,299+29.5%

Admin fee / account holder

$63

$5,166-98.8%

$5,640-98.9%

$6,924-99.1%

403(B) THRIFT PLAN FOR EMPLOYEES OF ASSOCIATED INDUSTRIES FOR THE BLIND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF ASSOCIATED INDUSTRIES FOR THE BLIND

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