Retirement plan

THE CHRISTOPHER L & M SUSAN GUST FOUNDATION 401 K PLAN

Name: THE CHRISTOPHER L & M SUSAN GUST FOUNDATION - THE CHRISTOPHER L & M SUSAN GUST FOUNDATION 401 K PLAN (2023) Form 5500
Creator: THE CHRISTOPHER L & M SUSAN GUST FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CHRISTOPHER L & M SUSAN GUST FOUNDATION 401 K PLAN, THE CHRISTOPHER L & M SUSAN GUST FOUNDATION

THE CHRISTOPHER L & M SUSAN GUST FOUNDATIONEIN 61-1405669Plan #001PY 2023

141 WEST JACKSON BLVD.,, SUITE 1310 - CHICAGO, IL 60604312-543-1050gustfoundation.orgLinkedIn1-10 employeesinvestment management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+29.0% from 2022

Total participants

-25.0% from 2022

Average account balance

$225,284

+72.0% from 2022

Annual return

16.85%

+44.06 pp from 2022

Benchmarks

See 41,808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,808 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$208K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+10.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18910

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 codes2E2G2J3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$142

$36 / participant

Other / not subdivided$142100.0%

% of EOY assets

0.011%

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

$225,284

$96,678+133.0%

$86,640+160.0%

$139,466+61.5%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

16.85%

106.69%-89.8pp

592.52%-575.7pp

373.66%-356.8pp

Employer contribution / active EE

$3,265-100.0%

$3,024-100.0%

$4,754-100.0%

Participant deferral / active EE

$31,875

$4,837+559.0%

$4,438+618.2%

$6,712+374.9%

Admin fee / account holder

$24

$6,410-99.6%

$5,616-99.6%

$11,409-99.8%

THE CHRISTOPHER L & M SUSAN GUST FOUNDATION 401 K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CHRISTOPHER L & M SUSAN GUST FOUNDATION 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