Retirement plan

THE LYNDON BAINES JOHNSON FOUNDATION EMPLOYEES 403B TDA PLAN

Name: LYNDON BAINES JOHNSON FOUNDATION - THE LYNDON BAINES JOHNSON FOUNDATION EMPLOYEES 403B TDA PLAN (2024) Form 5500
Creator: LYNDON BAINES JOHNSON FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LYNDON BAINES JOHNSON FOUNDATION EMPLOYEES 403B TDA PLAN, LYNDON BAINES JOHNSON FOUNDATION

LYNDON BAINES JOHNSON FOUNDATIONEIN 74-1774063Plan #001PY 2024

2313 RED RIVER - AUSTIN, TX 787055705512-721-0263lbjfoundation.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+5.6% from 2023

Total participants

+4.9% from 2023

Average account balance

$61,872

+0.7% from 2023

Annual return

8.41%

-1.38 pp from 2023

Benchmarks

See 50,062 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,062 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.66M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

179.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$202K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6332

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 codes2F2G2L2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$272K

$11345 / participant

Other / not subdivided$272K100.0%

% of EOY assets

10.234%

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

$61,872

$88,702-30.2%

$81,780-24.3%

$145,978-57.6%

Participation rate

100.0%

75.0%+25.0pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

8.41%

1029.12%-1020.7pp

776.27%-767.9pp

550.52%-542.1pp

Employer contribution / active EE

$4,778

$3,084+54.9%

$2,914+64.0%

$4,662+2.5%

Participant deferral / active EE

$3,646

$4,645-21.5%

$4,321-15.6%

$6,690-45.5%

Admin fee / account holder

$6,332

$8,414-24.7%

$7,384-14.2%

$13,400-52.7%

THE LYNDON BAINES JOHNSON FOUNDATION EMPLOYEES 403B TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LYNDON BAINES JOHNSON FOUNDATION EMPLOYEES 403B TDA 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