Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH CENTRAL COMMUNITY ACTION PROGRAM, INC.

Name: NORTH CENTRAL COMMUNITY ACTION PROGRAM, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH CENTRAL COMMUNITY ACTION PROGRAM, INC. (2025) Form 5500
Creator: NORTH CENTRAL COMMUNITY ACTION PROGRAM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH CENTRAL COMMUNITY ACTION PROGRAM, INC., NORTH CENTRAL COMMUNITY ACTION PROGRAM, INC.

NORTH CENTRAL COMMUNITY ACTION PROGRAM, INC.EIN 39-1080179Plan #001PY 2025

2111 8TH ST S STE 102 - WISCONSIN RAPIDS, WI 544946155715-424-2581northcentralcap.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+18.3% from 2024

Total participants

-2.5% from 2024

Average account balance

$52,908

+21.3% from 2024

Annual return

14.93%

+0.25 pp from 2024

Benchmarks

See 17,421 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,421 peers

Snapshot2025

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.06M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

111.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$311K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6477

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.

Start for $4.99 See plans

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 codes2G3D2E2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$253K

$7217 / participant

Other / not subdivided$253K100.0%

% of EOY assets

12.242%

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

$52,908

$80,717-34.5%

$154,803-65.8%

$84,808-37.6%

Participation rate

100.0%

66.8%+33.2pp

78.1%+21.9pp

68.3%+31.7pp

Annual return

14.93%

37.96%-23.0pp

58.88%-44.0pp

40.90%-26.0pp

Employer contribution / active EE

$4,752

$2,761+72.1%

$4,305+10.4%

$2,631+80.6%

Participant deferral / active EE

$4,128

$3,303+25.0%

$5,540-25.5%

$4,212-2.0%

Admin fee / account holder

$6,477

$6,746-4.0%

$14,329-54.8%

$7,344-11.8%

403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH CENTRAL COMMUNITY ACTION PROGRAM, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH CENTRAL COMMUNITY ACTION PROGRAM, 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