Retirement plan

ST. ANNE'S BELFIELD, INC. 403(B) RETIREMENT PLAN

Name: ST. ANNE'S BELFIELD, INC. - ST. ANNE'S BELFIELD, INC. 403(B) RETIREMENT PLAN (2024) Form 5500
Creator: ST. ANNE'S BELFIELD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST. ANNE'S BELFIELD, INC. 403(B) RETIREMENT PLAN, ST. ANNE'S BELFIELD, INC.

ST. ANNE'S BELFIELD, INC.EIN 54-0880465Plan #001PY 2024

2132 IVY ROAD - CHARLOTTESVILLE, VA 22903434-296-5106

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed September 14, 2018 (most recent of 2 filings on file)

Plan administrator

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2132 ivy Road

Charlottesville State: VA Zip Code: 22903

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Plans declared (1)

St. Anne's-Belfield, Inc. Section 457(f) Deferred Compensation Plan1 emp

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Total assets (EOY)

$44M

+11.8% from 2023

Total participants

465

-5.3% from 2023

Average account balance

$96,315

+18.2% from 2023

Annual return

15.14%

+2.24 pp from 2023

Benchmarks

See 952 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort952 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$47.04M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

475

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$152

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES, INC., Service code 27 · EIN 37-1808847 310 4TH ST NE STE 100 · CHARLOTTESVILLE, VA 22902	Advisory (Plan)	$43,495
TIAA9+ years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206	Contract Administrator	$19,119

Plan features & details

Pension benefit codes2A2F2G2L2M

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$62K

$229 / participant

Contract admin$62K100.0%

% of EOY assets

0.141%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HANTZMON WIEBEL LLP
Auditor EIN: 540618213
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$96,315

$91,692+5.0%

$67,561+42.6%

$77,714+23.9%

Participation rate

97.1%

76.0%+21.0pp

72.9%+24.2pp

70.6%+26.5pp

Annual return

15.14%

14.88%+0.3pp

3525.44%-3510.3pp

31.26%-16.1pp

Employer contribution / active EE

$2,389

$3,188-25.1%

$2,735-12.6%

$2,727-12.4%

Participant deferral / active EE

$3,488

$3,912-10.8%

$4,003-12.9%

$4,649-25.0%

Admin fee / account holder

$136

$245-44.4%

$4,006-96.6%

$433-68.6%

Provider

Service type

Compensation

SUNTRUST BANKS, INC.1 year

Filed as: TRUIST ADVISORY SERVICES, INC.,

Service code 27 · EIN 37-1808847

310 4TH ST NE STE 100 · CHARLOTTESVILLE, VA 22902

Advisory (Plan)

$43,495

TIAA9+ years

Service code 13 · EIN 13-1624203

730 THIRD AVENUE · NEW YORK, NY 100173206

Contract Administrator

$19,119

ST. ANNE'S BELFIELD, INC. 403(B) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST. ANNE'S BELFIELD, INC. 403(B) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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