Retirement plan

AMERICAN SOCIETY FOR CLINICAL LABORATORY SCIENCE 401(K) PLAN

Name: AMERICAN SOCIETY FOR CLINICAL LABORATORY SCIENCE - AMERICAN SOCIETY FOR CLINICAL LABORATORY SCIENCE 401(K) PLAN (2023) Form 5500
Creator: AMERICAN SOCIETY FOR CLINICAL LABORATORY SCIENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN SOCIETY FOR CLINICAL LABORATORY SCIENCE 401(K) PLAN, AMERICAN SOCIETY FOR CLINICAL LABORATORY SCIENCE

AMERICAN SOCIETY FOR CLINICAL LABORATORY SCIENCEEIN 74-1091114Plan #002PY 2023

1861 INTERNATIONAL DRIVE, #200 - TYSONS CORNER, VA 22102571-748-3770

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$176K

+65.4% from 2022

Total participants

+25.0% from 2022

Average account balance

$43,943

+24.0% from 2022

Annual return

24.07%

+38.84 pp from 2022

Benchmarks

See 41,922 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,922 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$274K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+21.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$561

$112 / participant

Other / not subdivided$561100.0%

% of EOY assets

0.319%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,943

$96,635-54.5%

$86,612-49.3%

$139,434-68.5%

Participation rate

80.0%

74.4%+5.6pp

71.7%+8.3pp

80.3%-0.3pp

Annual return

24.07%

106.41%-82.3pp

591.07%-567.0pp

372.94%-348.9pp

Employer contribution / active EE

$3,263-100.0%

$3,022-100.0%

$4,751-100.0%

Participant deferral / active EE

$8,779

$4,836+81.5%

$4,438+97.8%

$6,710+30.8%

Admin fee / account holder

$140

$6,408-97.8%

$5,614-97.5%

$11,403-98.8%

AMERICAN SOCIETY FOR CLINICAL LABORATORY SCIENCE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN SOCIETY FOR CLINICAL LABORATORY SCIENCE 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