Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HELPINGS ATLANTA, INC.

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

SECOND HELPINGS ATLANTA, INC.EIN 45-3631347Plan #001PY 2025

970 JEFFERSON ST NW STE 5 - ATLANTA, GA 303185236770-364-3506secondhelpingsatlanta.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$64K

+63.5% from 2024

Total participants

-42.9% from 2024

Average account balance

$12,805

+30.8% from 2024

Annual return

18.77%

-0.62 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

$64K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+18.77%

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 codes2G3D2J2T

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$12,805

$172,111-92.6%

$150,298-91.5%

$137,256-90.7%

Participation rate

40.0%

81.7%-41.7pp

77.8%-37.8pp

80.0%-40.0pp

Annual return

18.77%

69.37%-50.6pp

62.79%-44.0pp

220.34%-201.6pp

Employer contribution / active EE

$4,636-100.0%

$4,154-100.0%

$4,156-100.0%

Participant deferral / active EE

$3,504

$6,166-43.2%

$5,453-35.7%

$6,407-45.3%

Admin fee / account holder

$16,471-100.0%

$14,116-100.0%

$12,270-100.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HELPINGS ATLANTA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HELPINGS ATLANTA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion