Retirement plan

CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN

Name: CAN DO MULTIPLE SCLEROSIS - CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN (2025) Form 5500
Creator: CAN DO MULTIPLE SCLEROSIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN, CAN DO MULTIPLE SCLEROSIS

CAN DO MULTIPLE SCLEROSISEIN 74-2337853Plan #001PY 2025

PO BOX 5860 - AVON, CO 81620970-926-1290

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2M

+19.9% from 2024

Total participants

+8.7% from 2024

Average account balance

$93,263

+14.2% from 2024

Annual return

16.78%

+1.92 pp from 2024

Benchmarks

See 17,085 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort17,085 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.96M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

161.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

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

+16.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6244

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 codes2F2G2L2M2T3D

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$131K

$10087 / participant

Other / not subdivided$131K100.0%

% of EOY assets

6.695%

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

$93,263

$114,013-18.2%

$103,693-10.1%

$155,188-39.9%

Participation rate

69.2%

75.2%-6.0pp

72.6%-3.4pp

80.8%-11.6pp

Annual return

16.78%

49.31%-32.5pp

47.61%-30.8pp

148.84%-132.1pp

Employer contribution / active EE

$4,918

$3,131+57.1%

$2,920+68.4%

$4,248+15.8%

Participant deferral / active EE

$7,219

$4,970+45.2%

$4,579+57.6%

$6,531+10.5%

Admin fee / account holder

$6,244

$8,407-25.7%

$7,858-20.5%

$14,480-56.9%

CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY 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