Retirement plan

403(B) PLAN FOR EMPLOYEES OF ICE AGE TRAIL ALLIANCE, INC.

Name: ICE AGE TRAIL ALLIANCE, INC. - 403(B) PLAN FOR EMPLOYEES OF ICE AGE TRAIL ALLIANCE, INC. (2024) Form 5500
Creator: ICE AGE TRAIL ALLIANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) PLAN FOR EMPLOYEES OF ICE AGE TRAIL ALLIANCE, INC., ICE AGE TRAIL ALLIANCE, INC.

ICE AGE TRAIL ALLIANCE, INC.EIN 39-6076028Plan #001PY 2024

2110 MAIN ST - CROSS PLAINS, WI 535289596608-798-4453iceagetrail.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+16.0% from 2023

Total participants

+20.0% from 2023

Average account balance

$82,597

+16.0% from 2023

Annual return

14.06%

-38.74 pp from 2023

Benchmarks

See 50,062 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,062 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.54M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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

$191K

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

+13.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

$118K

$5642 / participant

Other / not subdivided$118K100.0%

% of EOY assets

5.738%

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

$82,597

$88,702-6.9%

$81,780+1.0%

$145,978-43.4%

Participation rate

76.2%

75.0%+1.1pp

72.4%+3.8pp

80.3%-4.1pp

Annual return

14.06%

1029.12%-1015.1pp

776.27%-762.2pp

550.52%-536.5pp

Employer contribution / active EE

$1,674

$3,084-45.7%

$2,914-42.5%

$4,662-64.1%

Participant deferral / active EE

$5,647

$4,645+21.6%

$4,321+30.7%

$6,690-15.6%

Admin fee / account holder

$4,739

$8,414-43.7%

$7,384-35.8%

$13,400-64.6%

403(B) PLAN FOR EMPLOYEES OF ICE AGE TRAIL ALLIANCE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) PLAN FOR EMPLOYEES OF ICE AGE TRAIL ALLIANCE, 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