Retirement plan

CASE 403(B) PLAN

Name: CENTER FOR ADOPTION SUPPORT AND EDUCATION, INC. - CASE 403(B) PLAN (2024) Form 5500
Creator: CENTER FOR ADOPTION SUPPORT AND EDUCATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASE 403(B) PLAN, CENTER FOR ADOPTION SUPPORT AND EDUCATION, INC.

CENTER FOR ADOPTION SUPPORT AND EDUCATION, INC.EIN 52-2100734Plan #001PY 2024

3919 NATIONAL DRIVE, SUITE 200 - BURTONSVILLE, MD 20866301-476-8525adoptionsupport.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.6M

-5.8% from 2023

Total participants

+8.3% from 2023

Average account balance

$52,742

-26.9% from 2023

Annual return

16.90%

-3.10 pp from 2023

Benchmarks

See 21,710 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,710 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.58M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

71.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$410K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21098

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$1.0M

$14983 / participant

Other / not subdivided$1M100.0%

% of EOY assets

40.002%

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

$52,742

$81,331-35.2%

$155,534-66.1%

$80,935-34.8%

Participation rate

58.0%

66.3%-8.3pp

78.2%-20.2pp

67.7%-9.7pp

Annual return

16.90%

33.37%-16.5pp

64.92%-48.0pp

35.66%-18.8pp

Employer contribution / active EE

$1,859

$3,105-40.1%

$4,675-60.2%

$2,757-32.5%

Participant deferral / active EE

$4,084

$3,454+18.2%

$5,630-27.5%

$4,299-5.0%

Admin fee / account holder

$21,098

$7,999+163.8%

$15,900+32.7%

$6,924+204.7%

CASE 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASE 403(B) 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