Retirement plan

SAFE CHILDREN COALITION, INC. 401(K) PLAN

Name: SAFE CHILDREN COALITION, INC. - SAFE CHILDREN COALITION, INC. 401(K) PLAN (2024) Form 5500
Creator: SAFE CHILDREN COALITION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAFE CHILDREN COALITION, INC. 401(K) PLAN, SAFE CHILDREN COALITION, INC.

SAFE CHILDREN COALITION, INC.EIN 59-1618413Plan #001PY 2024

1500 INDEPENDENCE BLVD, #210 - SARASOTA, FL 34234941-371-4799sccfl.orgLinkedIn201-500 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.5M

+37.2% from 2023

Total participants

328

-8.9% from 2023

Average account balance

$24,181

+45.4% from 2023

Annual return

15.35%

-2.94 pp from 2023

Benchmarks

See 4,131 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,131 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.46M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

267

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.

78.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.39M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$178

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2 years Service code 15 · EIN 13-3689044	Recordkeeping	$42,037
USI CONSULTING GROUP2 years Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970	Insurance Broker	$11,278
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228	Recordkeeping	$4,345
MESIROW FINANCIAL INVESTMENT MANAGE1 year Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849	Advisory (Plan)	$1,110

Plan features & details

Pension benefit codes2E2G2J2K2T

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$47K

$166 / participant

Recordkeeping$47K100.0%

% of EOY assets

0.736%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KERKERING, BARBERIO & CO.
Auditor EIN: 591753337
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,181

$50,812-52.4%

$155,602-84.5%

$77,692-68.9%

Participation rate

78.7%

63.1%+15.6pp

78.2%+0.5pp

70.6%+8.1pp

Annual return

15.35%

34.85%-19.5pp

64.81%-49.5pp

31.25%-15.9pp

Employer contribution / active EE

$2,628

$1,989+32.1%

$4,675-43.8%

$2,726-3.6%

Participant deferral / active EE

$2,227

$2,822-21.1%

$5,629-60.4%

$4,648-52.1%

Admin fee / account holder

$178

$436-59.2%

$15,923-98.9%

$431-58.7%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2 years

Service code 15 · EIN 13-3689044

Recordkeeping

$42,037

USI CONSULTING GROUP2 years

Filed as: USI SECURITIES, INC.

Service code 22 · EIN 06-1493970

Insurance Broker

$11,278

USI CONSULTING GROUP2 years

Service code 15 · EIN 06-1053228

Recordkeeping

$4,345

MESIROW FINANCIAL INVESTMENT MANAGE1 year

Filed as: MESIROW FINANCIAL, INC

Service code 27 · EIN 36-3194849

Advisory (Plan)

$1,110

SAFE CHILDREN COALITION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAFE CHILDREN COALITION, INC. 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