Retirement plan

NONPROFIT RISK MANAGEMENT CENTER RETIREMENT AND EMPLOYEE SAVINGS PLAN

Name: NONPROFIT RISK MANAGEMENT CENTER - NONPROFIT RISK MANAGEMENT CENTER RETIREMENT AND EMPLOYEE SAVINGS PLAN (2025) Form 5500
Creator: NONPROFIT RISK MANAGEMENT CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NONPROFIT RISK MANAGEMENT CENTER RETIREMENT AND EMPLOYEE SAVINGS PLAN, NONPROFIT RISK MANAGEMENT CENTER

NONPROFIT RISK MANAGEMENT CENTEREIN 52-1766868Plan #001PY 2025

204 S. KING STREET - LEESBURG, VA 201753010703-777-3504

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-11.7% from 2024

Total participants

-12.5% from 2024

Average account balance

$153,254

-11.7% from 2024

Annual return

11.18%

-10.03 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+11.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$54946

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$385K

$96156 / participant

Other / not subdivided$385K100.0%

% of EOY assets

35.853%

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

$153,254

$154,228-0.6%

$145,433+5.4%

$137,256+11.7%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

80.0%+20.0pp

Annual return

11.18%

74.59%-63.4pp

66.58%-55.4pp

220.34%-209.2pp

Employer contribution / active EE

$12,074

$4,804+151.3%

$4,554+165.1%

$4,156+190.5%

Participant deferral / active EE

$14,563

$8,216+77.2%

$7,897+84.4%

$6,407+127.3%

Admin fee / account holder

$54,946

$14,344+283.1%

$13,129+318.5%

$12,270+347.8%

NONPROFIT RISK MANAGEMENT CENTER RETIREMENT AND EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NONPROFIT RISK MANAGEMENT CENTER RETIREMENT AND EMPLOYEE SAVINGS 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