Retirement plan

IMMUNE DEFICIENCY FOUNDATION 401(K) PLAN

Name: IMMUNE DEFICIENCY FOUNDATION - IMMUNE DEFICIENCY FOUNDATION 401(K) PLAN (2024) 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 2024

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)

$3.7M

+28.5% from 2023

Total participants

+5.4% from 2023

Average account balance

$69,551

+23.7% from 2023

Annual return

19.95%

-13.31 pp from 2023

Benchmarks

See 21,742 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,742 peers

Snapshot2024

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

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 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

$202K

$4809 / participant

Other / not subdivided$202K100.0%

% of EOY assets

5.480%

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

$69,551

$81,262-14.4%

$155,602-55.3%

$80,911-14.0%

Participation rate

85.7%

66.2%+19.5pp

78.2%+7.5pp

67.6%+18.1pp

Annual return

19.95%

33.34%-13.4pp

64.81%-44.9pp

35.63%-15.7pp

Employer contribution / active EE

$3,211

$3,102+3.5%

$4,675-31.3%

$2,756+16.5%

Participant deferral / active EE

$7,149

$3,451+107.1%

$5,629+27.0%

$4,297+66.4%

Admin fee / account holder

$3,811

$7,992-52.3%

$15,923-76.1%

$6,935-45.0%

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