Retirement plan

CAMFED USA FOUNDATION 401(K)

Name: CAMFED USA FOUNDATION - CAMFED USA FOUNDATION 401(K) (2025) Form 5500
Creator: CAMFED USA FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMFED USA FOUNDATION 401(K), CAMFED USA FOUNDATION

CAMFED USA FOUNDATIONEIN 54-2033897Plan #001PY 2025

4 EMBARCADERO CENTER SUITE 1400 - SAN FRANCISCO, CA 94111415-963-4489

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+21.5% from 2024

Total participants

+5.3% from 2024

Average account balance

$116,847

+13.9% from 2024

Annual return

22.85%

+10.70 pp from 2024

Benchmarks

See 25,286 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort25,286 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.87M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

106.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$209K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+22.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14686

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 codes2E2F2G2J2T3D

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$235K

$15665 / participant

Other / not subdivided$235K100.0%

% of EOY assets

12.568%

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

$116,847

$102,595+13.9%

$94,057+24.2%

$154,746-24.5%

Participation rate

73.3%

76.0%-2.7pp

73.3%0pp

80.7%-7.4pp

Annual return

22.85%

583.42%-560.6pp

480.62%-457.8pp

172.34%-149.5pp

Employer contribution / active EE

$4,928

$3,147+56.6%

$2,933+68.0%

$4,379+12.5%

Participant deferral / active EE

$8,974

$5,118+75.3%

$4,709+90.6%

$6,730+33.3%

Admin fee / account holder

$14,686

$7,736+89.8%

$7,244+102.7%

$14,365+2.2%

CAMFED USA FOUNDATION 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMFED USA FOUNDATION 401(K)

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