Retirement plan

SUSAN B. ANTHONY LIST 401(K) PLAN

Name: SUSAN B. ANTHONY LIST - SUSAN B. ANTHONY LIST 401(K) PLAN (2024) Form 5500
Creator: SUSAN B. ANTHONY LIST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUSAN B. ANTHONY LIST 401(K) PLAN, SUSAN B. ANTHONY LIST

SUSAN B. ANTHONY LISTEIN 54-1850126Plan #001PY 2024

2800 SHIRLINGTON RD, SUITE 1200 - ARLINGTON, VA 22206202-223-8073LinkedIn1-10 employeespolitical organization

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.9M

+23.1% from 2023

Total participants

119

+16.7% from 2023

Average account balance

$55,076

+3.7% from 2023

Annual return

16.08%

-2.88 pp from 2023

Benchmarks

See 2,053 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,053 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.90M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

80.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$812K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6392

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 codes2E2F2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$569K

$5125 / participant

Other / not subdivided$569K100.0%

% of EOY assets

11.606%

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

$55,076

$60,454-8.9%

$81,844-32.7%

$74,459-26.0%

Participation rate

73.0%

63.0%+10.0pp

72.4%+0.6pp

67.2%+5.8pp

Annual return

16.08%

16.87%-0.8pp

778.87%-762.8pp

1369.70%-1353.6pp

Employer contribution / active EE

$2,106

$2,630-19.9%

$2,916-27.8%

$2,626-19.8%

Participant deferral / active EE

$5,209

$3,398+53.3%

$4,323+20.5%

$4,350+19.8%

Admin fee / account holder

$6,392

$1,490+328.9%

$7,355-13.1%

$1,945+228.7%

SUSAN B. ANTHONY LIST 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUSAN B. ANTHONY LIST 401(K) 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