Retirement plan

ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES 403B PLAN

Name: ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES - ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES 403B PLAN (2024) Form 5500
Creator: ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES 403B PLAN, ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES

ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIESEIN 52-1105189Plan #001PY 2024

2445 M STREET NW, SUITE 600 - WASHINGTON, DC 200371676202-638-1144LinkedIn1-10 employees

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed August 11, 2021 (most recent of 2 filings on file)

Plan administrator

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1255 23rd Street, N.W., Suite 350

Washington, DC 20037

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Plans declared (2)

Zero to Three 457(b) Plan8 emp
Zero to Three: National Center for Infants, Toddlers and Families Section 457(b) Deferred Compensation Plan1 emp

Total covered: 9 employees

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Total assets (EOY)

$45.7M

+16.1% from 2023

Total participants

420

+5.0% from 2023

Average account balance

$109,342

+10.6% from 2023

Annual return

14.59%

-4.00 pp from 2023

Benchmarks

See 1,033 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort1,033 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$45.70M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

418

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.

99.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.13M

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

+14.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$114

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

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 codes2E2F2G2L2M

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$48K

$180 / participant

Other / not subdivided$48K100.0%

% of EOY assets

0.104%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 334144829
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$109,342

$66,009+65.6%

$81,780+33.7%

$77,692+40.7%

Participation rate

99.2%

65.8%+33.4pp

72.4%+26.9pp

70.6%+28.7pp

Annual return

14.59%

26.66%-12.1pp

776.27%-761.7pp

31.25%-16.7pp

Employer contribution / active EE

$4,970

$2,374+109.4%

$2,914+70.6%

$2,726+82.3%

Participant deferral / active EE

$6,844

$3,510+95.0%

$4,321+58.4%

$4,648+47.2%

Admin fee / account holder

$114

$527-78.4%

$7,384-98.5%

$431-73.5%

ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES 403B PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES 403B PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

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