Retirement plan

EMPLOYEE BENEFIT PLAN OF FOUNDATIONS HEALTH WHOLENESS, INC.

Name: FOUNDATIONS HEALTH WHOLENESS, INC. - EMPLOYEE BENEFIT PLAN OF FOUNDATIONS HEALTH WHOLENESS, INC. (2019) Form 5500
Creator: FOUNDATIONS HEALTH WHOLENESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF FOUNDATIONS HEALTH WHOLENESS, INC., FOUNDATIONS HEALTH WHOLENESS, INC.

FOUNDATIONS HEALTH WHOLENESS, INC.EIN 39-1047205Plan #001PY 2019

1061 W MASON ST - GREEN BAY, WI 543031858920-437-8256wearefoundations.orgLinkedIn11-50 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$692K

+333.4% from 2018

Total participants

+200.0% from 2018

Average account balance

$15,369

+34.8% from 2018

Annual return

206.49%

+211.45 pp from 2018

Benchmarks

See 18,455 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,455 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.83M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$469K

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

+16.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$787

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

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2F2G2S2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$87 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.563%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,369

$85,202-82.0%

$172,739-91.1%

$72,985-78.9%

Participation rate

93.3%

70.1%+23.3pp

82.6%+10.7pp

69.5%+23.8pp

Annual return

206.49%

27.32%+179.2pp

802.84%-596.4pp

81.00%+125.5pp

Employer contribution / active EE

$1,829

$3,324-45.0%

$5,143-64.4%

$2,440-25.0%

Participant deferral / active EE

$2,746

$3,260-15.8%

$5,198-47.2%

$3,607-23.9%

Admin fee / account holder

$87

$5,884-98.5%

$13,954-99.4%

$5,124-98.3%

EMPLOYEE BENEFIT PLAN OF FOUNDATIONS HEALTH WHOLENESS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF FOUNDATIONS HEALTH WHOLENESS, INC.

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