Retirement plan

HOLY NAME HOUSING CORPORATION RETIRMENT PLAN

Name: HOLY NAME HOUSING CORPORATION - HOLY NAME HOUSING CORPORATION RETIRMENT PLAN (2024) Form 5500
Creator: HOLY NAME HOUSING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLY NAME HOUSING CORPORATION RETIRMENT PLAN, HOLY NAME HOUSING CORPORATION

HOLY NAME HOUSING CORPORATIONEIN 47-0653390Plan #001PY 2024

4324 FORT STREET - OMAHA, NE 68111402-453-6100holynamehousing.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$502K

-19.9% from 2023

Total participants

-7.1% from 2023

Average account balance

$50,242

-3.8% from 2023

Annual return

14.93%

+14.93 pp from 2023

Benchmarks

See 20,049 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,049 peers

Snapshot2024

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2F2G2T3D

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.
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

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

$268K

$22346 / participant

Other / not subdivided$268K100.0%

% of EOY assets

53.371%

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

$50,242

$211,224-76.2%

$178,505-71.9%

$145,897-65.6%

Participation rate

75.0%

80.8%-5.8pp

77.1%-2.1pp

80.3%-5.3pp

Annual return

14.93%

30.28%-15.4pp

27.16%-12.2pp

552.29%-537.4pp

Employer contribution / active EE

$4,167

$4,577-9.0%

$3,955+5.3%

$4,663-10.6%

Participant deferral / active EE

$6,966-100.0%

$6,280-100.0%

$6,689-100.0%

Admin fee / account holder

$26,815

$12,109+121.4%

$10,428+157.1%

$13,390+100.3%

HOLY NAME HOUSING CORPORATION RETIRMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOLY NAME HOUSING CORPORATION RETIRMENT 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