Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF GREEN HILLS WOMEN'S SHELTER, INC.

Name: GREEN HILLS WOMEN'S SHELTER, I - 403(B) THRIFT PLAN FOR EMPLOYEES OF GREEN HILLS WOMEN'S SHELTER, INC. (2024) Form 5500
Creator: GREEN HILLS WOMEN'S SHELTER, I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF GREEN HILLS WOMEN'S SHELTER, INC., GREEN HILLS WOMEN'S SHELTER, I

GREEN HILLS WOMEN'S SHELTER, IEIN 45-3705788Plan #001PY 2024

518 S WALNUT ST - CAMERON, MO 644292224816-632-4900greenhillswomensshelter.netLinkedIn1-10 employees

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+1041.5% from 2023

Total participants

-5.9% from 2023

Average account balance

$82,578

+878.4% from 2023

Annual return

982.85%

+959.06 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+982.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$599

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 codes2G3D2J2E2T

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$599 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.725%

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

$82,578

$183,516-55.0%

$155,534-46.9%

$145,884-43.4%

Participation rate

85.7%

82.7%+3.0pp

78.2%+7.5pp

80.3%+5.4pp

Annual return

982.85%

61.43%+921.4pp

64.92%+917.9pp

551.85%+431.0pp

Employer contribution / active EE

$1,557

$5,315-70.7%

$4,675-66.7%

$4,662-66.6%

Participant deferral / active EE

$3,276

$6,467-49.3%

$5,630-41.8%

$6,690-51.0%

Admin fee / account holder

$599

$19,293-96.9%

$15,900-96.2%

$13,392-95.5%

403(B) THRIFT PLAN FOR EMPLOYEES OF GREEN HILLS WOMEN'S SHELTER, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF GREEN HILLS WOMEN'S SHELTER, 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