Retirement plan

CASA OF BALTIMORE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: CASA OF BALTIMORE COUNTY, INC. - CASA OF BALTIMORE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: CASA OF BALTIMORE COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASA OF BALTIMORE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST, CASA OF BALTIMORE COUNTY, INC.

CASA OF BALTIMORE COUNTY, INC.EIN 52-2258847Plan #001PY 2024

305 W. CHESAPEAKE AVENUE, SUITE 117 - TOWSON, MD 21204410-828-0515casabaltco.orgLinkedIn11-50 employeesindividual & family services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$755K

+20.9% from 2023

Total participants

+13.3% from 2023

Average account balance

$58,094

+30.2% from 2023

Annual return

12.25%

-20.63 pp from 2023

Benchmarks

See 109,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,389 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$790K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8105

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

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

Expense breakdown

Schedule H Part II

Admin total

$230

$18 / participant

Other / not subdivided$230100.0%

% of EOY assets

0.030%

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

$58,094

$183,592-68.4%

$155,574-62.7%

$145,877-60.2%

Participation rate

69.2%

82.7%-13.5pp

78.2%-9.0pp

80.3%-11.1pp

Annual return

12.25%

61.37%-49.1pp

64.87%-52.6pp

551.28%-539.0pp

Employer contribution / active EE

$1,951

$5,317-63.3%

$4,676-58.3%

$4,663-58.2%

Participant deferral / active EE

$2,234

$6,466-65.4%

$5,629-60.3%

$6,691-66.6%

Admin fee / account holder

$18

$19,316-99.9%

$15,914-99.9%

$13,402-99.9%

CASA OF BALTIMORE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASA OF BALTIMORE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST

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