Retirement plan

CALSTRO HOSPICE INC. 401(K) PLAN

Name: CALSTRO HOSPICE INC. - CALSTRO HOSPICE INC. 401(K) PLAN (2022) Form 5500
Creator: CALSTRO HOSPICE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALSTRO HOSPICE INC. 401(K) PLAN, CALSTRO HOSPICE INC.

CALSTRO HOSPICE INC.EIN 47-4924302Plan #001PY 2022

4959 PALO VERDE STREET, 108B - MONTCLAIR, CA 91763909-399-0700calstrohospiceinc.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$113K

+207.1% from 2021

Total participants

+25.6% from 2021

Average account balance

$10,302

+67.5% from 2021

Annual return

35.70%

-6.82 pp from 2021

Benchmarks

See 19,709 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,709 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$823K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

36.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$329K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+7.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$927

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 codes2J2F2G2T3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$270

$6 / participant

Other / not subdivided$270100.0%

% of EOY assets

0.238%

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

$10,302

$73,839-86.0%

$143,788-92.8%

$68,495-85.0%

Participation rate

22.4%

66.7%-44.2pp

80.3%-57.9pp

67.9%-45.4pp

Annual return

35.70%

1.01%+34.7pp

-0.03%+35.7pp

-7.84%+43.5pp

Employer contribution / active EE

$462

$3,184-85.5%

$4,952-90.7%

$2,596-82.2%

Participant deferral / active EE

$829

$3,384-75.5%

$5,638-85.3%

$4,028-79.4%

Admin fee / account holder

$25

$5,755-99.6%

$14,675-99.8%

$5,403-99.5%

CALSTRO HOSPICE INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALSTRO HOSPICE INC. 401(K) 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