Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF THE LEGAL RESOURCE CENTER ON VIOLENCE AGAINST WOMEN, INC.

Name: THE LEGAL RESOURCE CENTER ON V - 403(B) THRIFT PLAN FOR EMPLOYEES OF THE LEGAL RESOURCE CENTER ON VIOLENCE AGAINST WOMEN, INC. (2022) Form 5500
Creator: THE LEGAL RESOURCE CENTER ON V
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF THE LEGAL RESOURCE CENTER ON VIOLENCE AGAINST WOMEN, INC., THE LEGAL RESOURCE CENTER ON V

THE LEGAL RESOURCE CENTER ON VEIN 52-2403785Plan #001PY 2022

6930 CARROLL AVE STE 400S - TAKOMA PARK, MD 209124422301-270-1550LinkedIn1-10 employeeslegal services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$340K

-3.7% from 2021

Total participants

0.0% from 2021

Average account balance

$56,701

-3.7% from 2021

Annual return

-13.68%

-32.89 pp from 2021

Benchmarks

See 39,290 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,290 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$401K

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47727

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 codes2F2G2T3D2L

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$12

$4 / participant

Other / not subdivided$12100.0%

% of EOY assets

0.004%

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

$56,701

$92,743-38.9%

$82,744-31.5%

$134,532-57.9%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

81.2%+18.8pp

Annual return

-13.68%

946.63%-960.3pp

702.22%-715.9pp

418.27%-432.0pp

Employer contribution / active EE

$750

$3,273-77.1%

$3,008-75.1%

$4,741-84.2%

Participant deferral / active EE

$11,000

$4,802+129.1%

$4,395+150.3%

$6,401+71.9%

Admin fee / account holder

$5,977-100.0%

$5,325-100.0%

$11,429-100.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF THE LEGAL RESOURCE CENTER ON VIOLENCE AGAINST WOMEN, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF THE LEGAL RESOURCE CENTER ON VIOLENCE AGAINST WOMEN, INC.

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