Retirement plan

CHRISTY-HOUSTON FOUNDATION, INC. 401(K) RETIREMENT PLAN

Name: CHRISTY-HOUSTON FOUNDATION, INC. - CHRISTY-HOUSTON FOUNDATION, INC. 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: CHRISTY-HOUSTON FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTY-HOUSTON FOUNDATION, INC. 401(K) RETIREMENT PLAN, CHRISTY-HOUSTON FOUNDATION, INC.

CHRISTY-HOUSTON FOUNDATION, INC.EIN 62-1280998Plan #001PY 2024

1296 DOW STREET - MURFREESBORO, TN 37130615-898-1140LinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$359K

+48.8% from 2023

Total participants

+50.0% from 2023

Average account balance

$179,579

+48.8% from 2023

Annual return

26.38%

-2.89 pp from 2023

Benchmarks

See 50,062 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,062 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$359K

Not enough data

1 years with asset history on file

Average account balance

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

$180K

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

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+26.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$179,579

$88,702+102.5%

$81,780+119.6%

$145,978+23.0%

Participation rate

50.0%

75.0%-25.0pp

72.4%-22.4pp

80.3%-30.3pp

Annual return

26.38%

1029.12%-1002.7pp

776.27%-749.9pp

550.52%-524.1pp

Employer contribution / active EE

$8,426

$3,084+173.2%

$2,914+189.2%

$4,662+80.7%

Participant deferral / active EE

$18,591

$4,645+300.2%

$4,321+330.3%

$6,690+177.9%

Admin fee / account holder

$8,414-100.0%

$7,384-100.0%

$13,400-100.0%

CHRISTY-HOUSTON FOUNDATION, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHRISTY-HOUSTON FOUNDATION, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion