Retirement plan

THE ACIR RETIREMENT PLAN

Name: THE FRITSCH FOUNDATION, INC. - THE ACIR RETIREMENT PLAN (2019) Form 5500
Creator: THE FRITSCH FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ACIR RETIREMENT PLAN, THE FRITSCH FOUNDATION, INC.

THE FRITSCH FOUNDATION, INC.dba ACIREIN 47-3974944Plan #001PY 2019

240 SIDNEY STREET UNIT 203 - CAMBRIDGE, MA 02139978-505-7507LinkedIn1-10 employeesinvestment management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$64K

+190.1% from 2018

Total participants

0.0% from 2018

Average account balance

$16,087

+190.1% from 2018

Annual return

41.38%

+41.38 pp from 2018

Benchmarks

See 35,151 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,151 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$178K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

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

+15.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55

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

See the 7-year trajectory. $4.99 for your first month.

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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 codes2F2G2L2M2T3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,087

$102,966-84.4%

$90,281-82.2%

$152,861-89.5%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.4%+17.6pp

Annual return

41.38%

95.16%-53.8pp

78.10%-36.7pp

345.32%-303.9pp

Employer contribution / active EE

$3,139-100.0%

$2,854-100.0%

$4,762-100.0%

Participant deferral / active EE

$8,247

$4,281+92.6%

$3,885+112.3%

$5,850+41.0%

Admin fee / account holder

$6,171-100.0%

$5,351-100.0%

$11,596-100.0%

THE ACIR RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE ACIR RETIREMENT PLAN

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