Retirement plan

CENTER FOR CHILDREN AND FAMILIES, INC. BASIC EMPLOYER RETIREMENT CONTRIBUTION PLAN

Name: CENTER FOR CHILDREN AND FAMILIES, INC. - CENTER FOR CHILDREN AND FAMILIES, INC. BASIC EMPLOYER RETIREMENT CONTRIBUTION PLAN (2024) Form 5500
Creator: CENTER FOR CHILDREN AND FAMILIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR CHILDREN AND FAMILIES, INC. BASIC EMPLOYER RETIREMENT CONTRIBUTION PLAN, CENTER FOR CHILDREN AND FAMILIES, INC.

CENTER FOR CHILDREN AND FAMILIES, INC.EIN 73-0933253Plan #001PY 2024

210 SOUTH COCKREL AVENUE - NORMAN, OK 73071405-364-1420LinkedIn11-50 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+18.7% from 2023

Total participants

+6.8% from 2023

Average account balance

$17,406

+11.1% from 2023

Annual return

12.43%

-1.66 pp from 2023

Benchmarks

See 21,762 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,762 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

236.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$294

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 codes2F2G2L3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

$23K

$696 / participant

Other / not subdivided$23K100.0%

% of EOY assets

1.691%

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

$17,406

$81,233-78.6%

$155,567-88.8%

$80,874-78.5%

Participation rate

100.0%

66.2%+33.8pp

78.2%+21.8pp

67.6%+32.4pp

Annual return

12.43%

33.33%-20.9pp

64.74%-52.3pp

35.62%-23.2pp

Employer contribution / active EE

$1,732

$3,101-44.1%

$4,674-62.9%

$2,756-37.1%

Participant deferral / active EE

$1,124

$3,452-67.5%

$5,628-80.0%

$4,297-73.9%

Admin fee / account holder

$294

$7,998-96.3%

$15,916-98.2%

$6,935-95.8%

CENTER FOR CHILDREN AND FAMILIES, INC. BASIC EMPLOYER RETIREMENT CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR CHILDREN AND FAMILIES, INC. BASIC EMPLOYER RETIREMENT CONTRIBUTION 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