Retirement plan

OCCIDENTAL ARTS & ECOLOGY CENTER 401(K) PLAN

Name: OCCIDENTAL ARTS & ECOLOGY CENTER - OCCIDENTAL ARTS & ECOLOGY CENTER 401(K) PLAN (2024) Form 5500
Creator: OCCIDENTAL ARTS & ECOLOGY CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OCCIDENTAL ARTS & ECOLOGY CENTER 401(K) PLAN, OCCIDENTAL ARTS & ECOLOGY CENTER

OCCIDENTAL ARTS & ECOLOGY CENTEREIN 68-0359676Plan #001PY 2024

15290 COLEMAN VALLEY ROAD - OCCIDENTAL, CA 95465707-874-1557oaec.orgLinkedIn11-50 employeesenvironmental services

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$772K

+50.9% from 2023

Total participants

-37.3% from 2023

Average account balance

$38,593

+50.9% from 2023

Annual return

15.01%

-6.38 pp from 2023

Benchmarks

See 28,896 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,896 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.13M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

65.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$206K

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

+19.91%

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 codes2E3D2G2J2F2T

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$101 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.431%

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

$38,593

$102,393-62.3%

$147,041-73.8%

$80,911-52.3%

Participation rate

48.5%

75.9%-27.4pp

82.2%-33.7pp

67.6%-19.2pp

Annual return

15.01%

134.95%-119.9pp

419.21%-404.2pp

35.63%-20.6pp

Employer contribution / active EE

$3,715-100.0%

$4,935-100.0%

$2,756-100.0%

Participant deferral / active EE

$5,663

$6,647-14.8%

$8,071-29.8%

$4,297+31.8%

Admin fee / account holder

$167

$7,943-97.9%

$13,006-98.7%

$6,935-97.6%

OCCIDENTAL ARTS & ECOLOGY CENTER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OCCIDENTAL ARTS & ECOLOGY CENTER 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