Retirement plan

THE NEMOURS FOUNDATION SECTION 403(B) PLAN

Name: THE NEMOURS FOUNDATION - THE NEMOURS FOUNDATION SECTION 403(B) PLAN (2024) Form 5500
Creator: THE NEMOURS FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NEMOURS FOUNDATION SECTION 403(B) PLAN, THE NEMOURS FOUNDATION

THE NEMOURS FOUNDATIONEIN 59-0634433Plan #002PY 2024

10140 CENTURION PARKWAY NORTH - JACKSONVILLE, FL 32256302-651-6170LinkedIn5001-10000 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$635.4M assets

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed July 16, 2013 (most recent of 4 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$1313.9M

-14.9% from 2016

Total participants

16,384

-22.6% from 2016

Average account balance

$80,195

-0.1% from 2016

Annual return

15.88%

-9.43 pp from 2016

Benchmarks

See 237 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants5,000-9,999

Cohort237 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.31B

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

16,384

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$124.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$78

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 8 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044	Recordkeeping fees; Investment manage...	$1,138,087
GALLAGHER FIDUCIARY ADVISORS, LLC1 year Filed as: GALLAGHER FIDUCIARY ADVISORS , LLC Service code 16 · EIN 36-4291971	Consulting	$46,667
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 26 · EIN 74-1625348	Advisory (Participants)	$25,714
LARSON FINANCIAL GROUP LLC9 years Service code 33 · EIN 20-4773945	Securities brokerage commissions and ...	$17,887
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD Service code 50 · EIN 23-2186884	Direct Payment	$17,130
MCADAM LLC4 years Service code 33 · EIN 47-1994636	Securities brokerage commissions and ...	$8,728
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782	Securities brokerage commissions and ...	$2,286
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2F2G2L2M2R2T3H2S

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$130 / participant

Recordkeeping$1M93.3%
Investment mgmt$85K6.7%

% of EOY assets

0.097%

all-in expense ratio

Categories reported

2 / 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: KPMG LLP
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,195

$68,110+17.7%

$155,556-48.4%

$99,313-19.3%

Participation rate

100.0%

67.8%+32.2pp

78.2%+21.8pp

71.7%+28.3pp

Annual return

15.88%

16.16%-0.3pp

64.84%-49.0pp

17.67%-1.8pp

Employer contribution / active EE

$5,705

$2,291+149.1%

$4,675+22.0%

$3,264+74.8%

Participant deferral / active EE

$6,976

$3,865+80.5%

$5,631+23.9%

$5,346+30.5%

Admin fee / account holder

$78

$94-17.5%

$15,885-99.5%

$109-29.0%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS10+ years

Service code 12 · EIN 13-3689044

Recordkeeping fees; Investment manage...

$1,138,087

GALLAGHER FIDUCIARY ADVISORS, LLC1 year

Filed as: GALLAGHER FIDUCIARY ADVISORS , LLC

Service code 16 · EIN 36-4291971

Consulting

$46,667

VALIC RETIREMENT SERVICES COMPANY10+ years

Filed as: VALIC

Service code 26 · EIN 74-1625348

Advisory (Participants)

$25,714

LARSON FINANCIAL GROUP LLC9 years

Service code 33 · EIN 20-4773945

Securities brokerage commissions and ...

$17,887

THE VANGUARD GROUP, INC.10+ years

Filed as: VANGUARD

Service code 50 · EIN 23-2186884

Direct Payment

$17,130

MCADAM LLC4 years

Service code 33 · EIN 47-1994636

Securities brokerage commissions and ...

$8,728

CHARLES SCHWAB & CO., INC.10+ years

Service code 33 · EIN 94-1737782

Securities brokerage commissions and ...

$2,286

NATIONAL FINANCIAL SERVICES10+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

THE NEMOURS FOUNDATION SECTION 403(B) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE NEMOURS FOUNDATION SECTION 403(B) PLAN

Top hat statement on fileNQDC

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