Retirement plan

FLINT HILL 403(B) DC AND TDA PLAN

Name: FLINT HILL SCHOOL - FLINT HILL 403(B) DC AND TDA PLAN (2025) Form 5500
Creator: FLINT HILL SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLINT HILL 403(B) DC AND TDA PLAN, FLINT HILL SCHOOL

FLINT HILL SCHOOLEIN 54-1538212Plan #001PY 2025

3320 JERMANTOWN RD. - OAKTON, VA 221242405703-584-2334

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$82.3M

+10.3% from 2024

Total participants

674

+13.3% from 2024

Average account balance

$138,284

+10.3% from 2024

Annual return

12.31%

-3.23 pp from 2024

Benchmarks

See 195 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort195 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$82.28M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

595

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.

74.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63

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 2 by compensation

Provider	Service type	Compensation
TEACHERS INSURANCE & ANNUITY ASSOC5 years Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206	Contract Administrator	$26,817
CAP FINANCIAL PARTNERS, LLC3 years Service code 13 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071	Contract Administrator	$10,747

Plan features & details

Pension benefit codes2F2G2L2T2E2J3C3D

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.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.
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

$38K

$123 / participant

Contract admin$38K100.0%

% of EOY assets

0.046%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HOZIK & COMPANY, P.L.C.
Auditor EIN: 541963607
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$138,284

$83,575+65.5%

$66,439+108.1%

$65,191+112.1%

Participation rate

74.1%

71.6%+2.5pp

74.5%-0.4pp

63.0%+11.1pp

Annual return

12.31%

12.38%-0.1pp

757.66%-745.3pp

51.24%-38.9pp

Employer contribution / active EE

$4,640

$2,903+59.8%

$2,637+76.0%

$2,400+93.3%

Participant deferral / active EE

$6,154

$3,365+82.9%

$3,876+58.8%

$2,671+130.4%

Admin fee / account holder

$63

$234-73.0%

$6,173-99.0%

$907-93.0%

Provider

Service type

Compensation

TEACHERS INSURANCE & ANNUITY ASSOC5 years

Filed as: TEACHERS INSURANCE AND ANNUITY ASSO

Service code 13 · EIN 13-1624203

730 THIRD AVE · NEW YORK, NY 100173206

Contract Administrator

$26,817

CAP FINANCIAL PARTNERS, LLC3 years

Service code 13 · EIN 26-0058143

PO BOX 600071 · RALEIGH, NC 276756071

Contract Administrator

$10,747

FLINT HILL 403(B) DC AND TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLINT HILL 403(B) DC AND TDA 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