Retirement plan

EMPLOYEE BENEFIT PLAN OF CHILD DEVELOPMENT RESOURCES

Name: CHILD DEVELOPMENT RESOURCES - EMPLOYEE BENEFIT PLAN OF CHILD DEVELOPMENT RESOURCES (2024) Form 5500
Creator: CHILD DEVELOPMENT RESOURCES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CHILD DEVELOPMENT RESOURCES, CHILD DEVELOPMENT RESOURCES

CHILD DEVELOPMENT RESOURCESEIN 54-0791991Plan #003PY 2024

PO BOX 280 - NORGE, VA 231270280757-566-3300cdr.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8M

+7.1% from 2023

Total participants

152

-7.3% from 2023

Average account balance

$53,150

+16.3% from 2023

Annual return

14.71%

-2.11 pp from 2023

Benchmarks

See 5,993 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,993 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.03M

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.

151

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.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$574K

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

+14.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP6 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Account maintenanc...	$2,077

Plan features & details

Pension benefit codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$16 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,150

$55,470-4.2%

$155,556-65.8%

$74,478-28.6%

Participation rate

99.0%

61.9%+37.1pp

78.2%+20.8pp

67.2%+31.8pp

Annual return

14.71%

269.80%-255.1pp

64.84%-50.1pp

1370.56%-1355.9pp

Employer contribution / active EE

$3,044

$2,267+34.3%

$4,675-34.9%

$2,626+15.9%

Participant deferral / active EE

$2,637

$2,838-7.1%

$5,631-53.2%

$4,350-39.4%

Admin fee / account holder

$10

$1,744-99.4%

$15,885-99.9%

$1,946-99.5%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP6 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Account maintenanc...

$2,077

EMPLOYEE BENEFIT PLAN OF CHILD DEVELOPMENT RESOURCES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CHILD DEVELOPMENT RESOURCES

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