Retirement plan

REGION IV HEAD START ASSOCIATI 401(K) PROFIT SHARING PLAN & TRUST

Name: REGION IV HEAD START ASSOCIATI - REGION IV HEAD START ASSOCIATI 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: REGION IV HEAD START ASSOCIATI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REGION IV HEAD START ASSOCIATI 401(K) PROFIT SHARING PLAN & TRUST, REGION IV HEAD START ASSOCIATI

REGION IV HEAD START ASSOCIATIEIN 61-1130751Plan #001PY 2024

2795 MAIN ST W STE 17 - SNELLVILLE, GA 300783164770-490-9198rivhsa.orgLinkedIn1-10 employees

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$99K

+22.4% from 2023

Total participants

0.0% from 2023

Average account balance

$99,396

+22.4% from 2023

Annual return

15.68%

-1.45 pp from 2023

Benchmarks

See 8,041 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,041 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$99K

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

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

+15.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$30

$30 / participant

Other / not subdivided$30100.0%

% of EOY assets

0.030%

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

$99,396

$72,465+37.2%

$67,575+47.1%

$145,884-31.9%

Participation rate

100.0%

76.9%+23.1pp

72.9%+27.1pp

80.3%+19.7pp

Annual return

15.68%

7222.56%-7206.9pp

3528.98%-3513.3pp

551.85%-536.2pp

Employer contribution / active EE

$5,419

$3,074+76.3%

$2,736+98.1%

$4,662+16.2%

Participant deferral / active EE

$4,786-100.0%

$4,003-100.0%

$6,690-100.0%

Admin fee / account holder

$30

$5,515-99.5%

$3,993-99.2%

$13,392-99.8%

REGION IV HEAD START ASSOCIATI 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REGION IV HEAD START ASSOCIATI 401(K) PROFIT SHARING PLAN & TRUST

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