Retirement plan

TULSA JEWISH COMMUNITY COUNCIL 401 K PROFIT SHARING PLAN TRUST

Name: JEWISH FEDERATION OF TULSA - TULSA JEWISH COMMUNITY COUNCIL 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: JEWISH FEDERATION OF TULSA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TULSA JEWISH COMMUNITY COUNCIL 401 K PROFIT SHARING PLAN TRUST, JEWISH FEDERATION OF TULSA

JEWISH FEDERATION OF TULSAEIN 73-0579243Plan #002PY 2015

2021 E 71ST ST - TULSA, OK 741365411918-495-1100

Other plans on this EIN

1 filing

#001Retirement-$845K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$365K

No prior year

Total participants

No prior year

Average account balance

$17,388

No prior year

Annual return

-2.43%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$834K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

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

+11.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$974

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$13K

$627 / participant

Other / not subdivided$13K100.0%

% of EOY assets

3.433%

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

$17,388

$84,685-79.5%

$73,836-76.5%

$125,389-86.1%

Participation rate

95.0%

76.8%+18.2pp

73.4%+21.6pp

83.2%+11.8pp

Annual return

-2.43%

3123.80%-3126.2pp

2268.06%-2270.5pp

282.24%-284.7pp

Employer contribution / active EE

$1,607

$3,123-48.5%

$2,787-42.3%

$4,866-67.0%

Participant deferral / active EE

$1,800

$3,993-54.9%

$3,583-49.8%

$5,352-66.4%

Admin fee / account holder

$597

$5,694-89.5%

$4,882-87.8%

$9,541-93.7%

TULSA JEWISH COMMUNITY COUNCIL 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TULSA JEWISH COMMUNITY COUNCIL 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