Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS

Name: COMMUNITY ACTION CORPORATION O - 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS (2024) Form 5500
Creator: COMMUNITY ACTION CORPORATION O
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS, COMMUNITY ACTION CORPORATION O

COMMUNITY ACTION CORPORATION OEIN 74-1679824Plan #002PY 2024

204 E 1ST ST - ALICE, TX 783324822361-664-0145LinkedIn1-10 employeesmedical practice

Other plans on this EIN

1 filing

#001Retirement-$16.0M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$474K

+68.5% from 2023

Total participants

0.0% from 2023

Average account balance

$52,641

+68.5% from 2023

Annual return

20.84%

+29.75 pp from 2023

Benchmarks

See 109,510 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,510 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$730K

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+24.94%

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 codes2F2G2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$32

$4 / participant

Other / not subdivided$32100.0%

% of EOY assets

0.007%

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

$52,641

$183,627-71.3%

$155,602-66.2%

$145,978-63.9%

Participation rate

88.9%

82.7%+6.2pp

78.2%+10.7pp

80.3%+8.6pp

Annual return

20.84%

61.32%-40.5pp

64.81%-44.0pp

550.52%-529.7pp

Employer contribution / active EE

$5,316-100.0%

$4,675-100.0%

$4,662-100.0%

Participant deferral / active EE

$14,898

$6,466+130.4%

$5,629+164.7%

$6,690+122.7%

Admin fee / account holder

$19,327-100.0%

$15,923-100.0%

$13,400-100.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS

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