Retirement plan

NEW REFORMATION PUBLICATIONS 403(B) RETIREMENT PLAN

Name: NEW REFORMATION PUBLICATIONS - NEW REFORMATION PUBLICATIONS 403(B) RETIREMENT PLAN (2024) Form 5500
Creator: NEW REFORMATION PUBLICATIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW REFORMATION PUBLICATIONS 403(B) RETIREMENT PLAN, NEW REFORMATION PUBLICATIONS

NEW REFORMATION PUBLICATIONSEIN 46-3986960Plan #001PY 2024

244 AVENIDA VICTORIA - SAN CLEMENTE, CA 926724155949-395-7310newreformationpublications.comLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.1M

+41.7% from 2023

Total participants

+20.0% from 2023

Average account balance

$67,399

+37.1% from 2023

Annual return

14.19%

-5.50 pp from 2023

Benchmarks

See 10,680 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,680 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.91M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

93.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$400K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+20.12%

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 codes2E2G2F2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$79 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.129%

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

$67,399

$58,241+15.7%

$81,780-17.6%

$80,911-16.7%

Participation rate

85.3%

63.4%+21.8pp

72.4%+12.9pp

67.6%+17.6pp

Annual return

14.19%

41.73%-27.5pp

776.27%-762.1pp

35.63%-21.4pp

Employer contribution / active EE

$8,823

$2,343+276.5%

$2,914+202.8%

$2,756+220.2%

Participant deferral / active EE

$3,182

$3,283-3.0%

$4,321-26.3%

$4,297-25.9%

Admin fee / account holder

$87

$4,973-98.3%

$7,384-98.8%

$6,935-98.7%

NEW REFORMATION PUBLICATIONS 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEW REFORMATION PUBLICATIONS 403(B) RETIREMENT PLAN

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