Retirement plan

APALACHEE CENTER, INC. RETIREMENT PLAN

Name: APALACHEE CENTER, INC. - APALACHEE CENTER, INC. RETIREMENT PLAN (2024) Form 5500
Creator: APALACHEE CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APALACHEE CENTER, INC. RETIREMENT PLAN, APALACHEE CENTER, INC.

APALACHEE CENTER, INC.EIN 59-1162148Plan #002PY 2024

2634-J CAPITAL CIRCLE NE - TALLAHASSEE, FL 32308850-523-3220apalacheecenter.orgLinkedIn501-1000 employeesmental health care

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed February 11, 2011

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)

$12.1M

+13.5% from 2023

Total participants

432

-9.6% from 2023

Average account balance

$29,306

+22.5% from 2023

Annual return

13.10%

+1.64 pp from 2023

Benchmarks

See 4,124 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,124 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.96M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

482

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.21M

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

+11.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$188

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 4 by compensation

Provider	Service type	Compensation
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754	Recordkeeping	$41,524
ONEDIGITAL INVESTMENT ADVISORS LLC3 years Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 50 11101 SWITZER RD · OVERLAND PARK, KS 66210	Direct Payment	$40,376
RESOURCES INVESTMENT ADVISORS LLC1 year Filed as: RESOURCES INVESTMENT ADVISORS CO. Service code 27 PO BOX 735399 · DALLAS, TX 75373	Advisory (Plan)	$21,256
AMERICAN FUNDS1 year Filed as: NEXT CAPITAL GROUP, INC. Service code 27 104 S. MICHIGAN AVE · CHICAGO, IL 60603	Advisory (Plan)	$6,110

Plan features & details

Pension benefit codes2E3D2G2K2F2T3F

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$109K

$378 / participant

Investment mgmt$108K98.5%
Contract admin$2K1.5%

% of EOY assets

0.903%

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: LAW REDD CRONA & MONROE P.A.
Auditor EIN: 592221664
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,306

$50,860-42.4%

$155,574-81.2%

$77,714-62.3%

Participation rate

93.4%

63.1%+30.3pp

78.2%+15.2pp

70.6%+22.8pp

Annual return

13.10%

34.86%-21.8pp

64.87%-51.8pp

31.26%-18.2pp

Employer contribution / active EE

$3,018

$1,991+51.6%

$4,676-35.5%

$2,727+10.7%

Participant deferral / active EE

$2,825-100.0%

$5,629-100.0%

$4,649-100.0%

Admin fee / account holder

$265

$436-39.4%

$15,914-98.3%

$433-38.9%

Provider

Service type

Compensation

ASCENSUS LLC3 years

Service code 15 · EIN 11-3665754

Recordkeeping

$41,524

ONEDIGITAL INVESTMENT ADVISORS LLC3 years

Filed as: ONE DIGITAL INVESTMENT ADVISORS

Service code 50

11101 SWITZER RD · OVERLAND PARK, KS 66210

Direct Payment

$40,376

RESOURCES INVESTMENT ADVISORS LLC1 year

Filed as: RESOURCES INVESTMENT ADVISORS CO.

Service code 27

PO BOX 735399 · DALLAS, TX 75373

Advisory (Plan)

$21,256

AMERICAN FUNDS1 year

Filed as: NEXT CAPITAL GROUP, INC.

Service code 27

104 S. MICHIGAN AVE · CHICAGO, IL 60603

Advisory (Plan)

$6,110

APALACHEE CENTER, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APALACHEE CENTER, INC. RETIREMENT 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