Retirement plan

IMMUNE DEFICIENCY FOUNDATION 401(K) PLAN

Name: IMMUNE DEFICIENCY FOUNDATION - IMMUNE DEFICIENCY FOUNDATION 401(K) PLAN (2023) Form 5500
Creator: IMMUNE DEFICIENCY FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMMUNE DEFICIENCY FOUNDATION 401(K) PLAN, IMMUNE DEFICIENCY FOUNDATION

IMMUNE DEFICIENCY FOUNDATIONEIN 52-1214782Plan #002PY 2023

7550 TEAGUE ROAD, SUITE 220 - HANOVER, MD 21076410-321-6647primaryimmune.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed April 29, 2024

Plan administrator

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7550 Teague Road, Suite 220

Hanover, MD 21076

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Plans declared (1)

Plan name not on file1 emp

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Total assets (EOY)

$2.9M

+39.7% from 2022

Total participants

0.0% from 2022

Average account balance

$56,240

+42.4% from 2022

Annual return

33.27%

+50.19 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.46M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

126.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$493K

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

+19.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7896

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

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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 codes2E2F2G2J2T3D

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.
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

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

$274K

$6692 / participant

Other / not subdivided$274K100.0%

% of EOY assets

9.566%

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

$56,240

$77,908-27.8%

$149,696-62.4%

$75,173-25.2%

Participation rate

87.8%

65.6%+22.2pp

78.8%+9.0pp

67.2%+20.6pp

Annual return

33.27%

31.73%+1.5pp

134.46%-101.2pp

160.72%-127.5pp

Employer contribution / active EE

$3,193

$3,138+1.7%

$4,821-33.8%

$2,671+19.5%

Participant deferral / active EE

$6,707

$3,411+96.6%

$5,682+18.0%

$4,126+62.5%

Admin fee / account holder

$5,380

$5,950-9.6%

$13,212-59.3%

$5,651-4.8%

IMMUNE DEFICIENCY FOUNDATION 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMMUNE DEFICIENCY FOUNDATION 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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