Retirement plan

EUGENE AND AGNES E. MEYER FOUNDATION 403(B) PLAN

Name: EUGENE AND AGNES E. MEYER FOUNDATION - EUGENE AND AGNES E. MEYER FOUNDATION 403(B) PLAN (2024) Form 5500
Creator: EUGENE AND AGNES E. MEYER FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EUGENE AND AGNES E. MEYER FOUNDATION 403(B) PLAN, EUGENE AND AGNES E. MEYER FOUNDATION

EUGENE AND AGNES E. MEYER FOUNDATIONEIN 53-0241716Plan #002PY 2024

601 13TH STREET NW, 12TH FLOOR - WASHINGTON, DC 20005202-483-8294

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.5M

+9.2% from 2023

Total participants

0.0% from 2023

Average account balance

$299,099

+0.5% from 2023

Annual return

14.83%

-0.49 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.48M

Not enough data

1 years with asset history on file

Average account balance

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

$299K

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.

156.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$362K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+14.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29918

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 codes2F2G2M2T

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$748K

$46747 / participant

Other / not subdivided$748K100.0%

% of EOY assets

10.003%

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

$299,099

$88,778+236.9%

$81,844+265.5%

$145,884+105.0%

Participation rate

93.8%

75.1%+18.7pp

72.4%+21.4pp

80.3%+13.4pp

Annual return

14.83%

1033.03%-1018.2pp

778.87%-764.0pp

551.85%-537.0pp

Employer contribution / active EE

$14,716

$3,087+376.7%

$2,916+404.6%

$4,662+215.6%

Participant deferral / active EE

$7,919

$4,648+70.4%

$4,323+83.2%

$6,690+18.4%

Admin fee / account holder

$29,918

$8,430+254.9%

$7,355+306.7%

$13,392+123.4%

EUGENE AND AGNES E. MEYER FOUNDATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EUGENE AND AGNES E. MEYER FOUNDATION 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