Retirement plan

CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY

Name: CRISIS TEXT LINE, INC. - CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY (2025) Form 5500
Creator: CRISIS TEXT LINE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY, CRISIS TEXT LINE, INC.

CRISIS TEXT LINE, INC.EIN 46-5039599Plan #004PY 2025

225 WEST 34TH STREET - NEW YORK, NY 10122631-509-2790crisistextline.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.4M

+29.8% from 2024

Total participants

334

+11.3% from 2024

Average account balance

$36,087

+17.9% from 2024

Annual return

20.42%

+3.32 pp from 2024

Benchmarks

See 1,026 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,026 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.37M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

315

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.

92.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.98M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+20.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$152

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
HUMAN INTEREST ADVISOR LLC3 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101	Contract Administrator	$47,790

Plan features & details

Pension benefit codes2E2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$48K

$196 / participant

Investment mgmt$48K100.0%

% of EOY assets

0.420%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLANCHECK CPAS
Auditor EIN: 842614035
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,087

$47,105-23.4%

$68,368-47.2%

$67,986-46.9%

Participation rate

92.2%

51.8%+40.4pp

73.8%+18.5pp

57.2%+35.0pp

Annual return

20.42%

48.37%-28.0pp

292.57%-272.2pp

31.67%-11.2pp

Employer contribution / active EE

$2,718

$1,859+46.2%

$2,649+2.6%

$2,019+34.6%

Participant deferral / active EE

$5,377

$2,374+126.5%

$4,123+30.4%

$3,358+60.1%

Admin fee / account holder

$152

$2,435-93.8%

$5,150-97.1%

$3,203-95.3%

Provider

Service type

Compensation

HUMAN INTEREST ADVISOR LLC3 years

Service code 13 · EIN 47-4307706

300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101

Contract Administrator

$47,790

CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY

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