Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF OPTIONS FOR INDEPENDENT LIVING, INC.

Name: OPTIONS FOR INDEPENDENT LIVING, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF OPTIONS FOR INDEPENDENT LIVING, INC. (2025) Form 5500
Creator: OPTIONS FOR INDEPENDENT LIVING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF OPTIONS FOR INDEPENDENT LIVING, INC., OPTIONS FOR INDEPENDENT LIVING, INC.

OPTIONS FOR INDEPENDENT LIVING, INC.EIN 39-1843312Plan #001PY 2025

555 COUNTRY CLUB RD - GREEN BAY, WI 543134908920-490-8270optionsil.orgLinkedIn11-50 employeesconsumer services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+10.5% from 2024

Total participants

+3.6% from 2024

Average account balance

$71,938

+10.5% from 2024

Annual return

17.01%

-4.11 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.01M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$193K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+17.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11147

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 codes2G2J2T

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.
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.

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

$312K

$15606 / participant

Other / not subdivided$312K100.0%

% of EOY assets

15.496%

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

$71,938

$172,111-58.2%

$150,298-52.1%

$137,256-47.6%

Participation rate

95.0%

81.7%+13.3pp

77.8%+17.2pp

80.0%+15.0pp

Annual return

17.01%

69.37%-52.4pp

62.79%-45.8pp

220.34%-203.3pp

Employer contribution / active EE

$1,514

$4,636-67.4%

$4,154-63.6%

$4,156-63.6%

Participant deferral / active EE

$8,119

$6,166+31.7%

$5,453+48.9%

$6,407+26.7%

Admin fee / account holder

$11,147

$16,471-32.3%

$14,116-21.0%

$12,270-9.2%

403(B) THRIFT PLAN FOR EMPLOYEES OF OPTIONS FOR INDEPENDENT LIVING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF OPTIONS FOR INDEPENDENT LIVING, 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