Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FULTON-ATLANTA COMMUNITY ACTION AUTHORITY

Name: FULTON-ATLANTA COMMUNITY ACTIO - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FULTON-ATLANTA COMMUNITY ACTION AUTHORITY (2025) Form 5500
Creator: FULTON-ATLANTA COMMUNITY ACTIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FULTON-ATLANTA COMMUNITY ACTION AUTHORITY, FULTON-ATLANTA COMMUNITY ACTIO

FULTON-ATLANTA COMMUNITY ACTIOEIN 58-1926185Plan #002PY 2025

341 KELLY STREET, S.E. - ATLANTA, GA 30312404-320-0166

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$784K

-3.2% from 2024

Total participants

-12.5% from 2024

Average account balance

$41,237

+7.0% from 2024

Annual return

5.44%

-17.34 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$784K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

135.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+5.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6862

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$130K

$9313 / participant

Other / not subdivided$130K100.0%

% of EOY assets

16.641%

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

$41,237

$185,312-77.7%

$161,489-74.5%

$154,746-73.4%

Participation rate

85.7%

82.5%+3.3pp

78.7%+7.0pp

80.7%+5.0pp

Annual return

5.44%

103.84%-98.4pp

89.72%-84.3pp

172.34%-166.9pp

Employer contribution / active EE

$1,577

$4,769-66.9%

$4,268-63.1%

$4,379-64.0%

Participant deferral / active EE

$2,725

$6,350-57.1%

$5,630-51.6%

$6,730-59.5%

Admin fee / account holder

$6,862

$18,654-63.2%

$16,006-57.1%

$14,365-52.2%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FULTON-ATLANTA COMMUNITY ACTION AUTHORITY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FULTON-ATLANTA COMMUNITY ACTION AUTHORITY

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