Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF OKLAHOMA LIONS SIGHT CONSERVATION FOUNDATION, INC.

Name: OKLAHOMA LIONS SIGHT CONSERVAT - 403(B) THRIFT PLAN FOR EMPLOYEES OF OKLAHOMA LIONS SIGHT CONSERVATION FOUNDATION, INC. (2024) Form 5500
Creator: OKLAHOMA LIONS SIGHT CONSERVAT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF OKLAHOMA LIONS SIGHT CONSERVATION FOUNDATION, INC., OKLAHOMA LIONS SIGHT CONSERVAT

OKLAHOMA LIONS SIGHT CONSERVATEIN 73-0669317Plan #002PY 2024

3840 N LINCOLN BLVD - OKLAHOMA CITY, OK 731055203405-557-1393

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$433K

+10.8% from 2023

Total participants

-8.3% from 2023

Average account balance

$43,337

+32.9% from 2023

Annual return

9.83%

-2.49 pp from 2023

Benchmarks

See 49,949 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,949 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$512K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1697

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 codes2G3D2J2E

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

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

$37K

$4671 / participant

Other / not subdivided$37K100.0%

% of EOY assets

8.622%

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

$43,337

$88,754-51.2%

$81,820-47.0%

$145,877-70.3%

Participation rate

87.5%

75.1%+12.4pp

72.4%+15.1pp

80.3%+7.2pp

Annual return

9.83%

1031.77%-1021.9pp

777.93%-768.1pp

551.28%-541.5pp

Employer contribution / active EE

$2,679

$3,085-13.2%

$2,915-8.1%

$4,663-42.6%

Participant deferral / active EE

$2,454

$4,648-47.2%

$4,323-43.2%

$6,691-63.3%

Admin fee / account holder

$3,737

$8,424-55.6%

$7,391-49.4%

$13,402-72.1%

403(B) THRIFT PLAN FOR EMPLOYEES OF OKLAHOMA LIONS SIGHT CONSERVATION FOUNDATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF OKLAHOMA LIONS SIGHT CONSERVATION FOUNDATION, INC.

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