Retirement plan

KENEDY MEMORIAL FOUNDATION 403(B) RETIREMENT PLAN

Name: THE JOHN G. & MARIE STELLA KENEDY M - KENEDY MEMORIAL FOUNDATION 403(B) RETIREMENT PLAN (2025) Form 5500
Creator: THE JOHN G. & MARIE STELLA KENEDY M
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KENEDY MEMORIAL FOUNDATION 403(B) RETIREMENT PLAN, THE JOHN G. & MARIE STELLA KENEDY M

THE JOHN G. & MARIE STELLA KENEDY MEIN 74-6040701Plan #001PY 2025

555 N CARANCHUA SUITE 1700 TOWER II - CORPUS CHRISTI, TX 784010851361-887-6565

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.2M

+18.2% from 2024

Total participants

-10.5% from 2024

Average account balance

$261,303

+40.4% from 2024

Annual return

15.86%

+2.86 pp from 2024

Benchmarks

See 54,432 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort54,432 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.18M

Not enough data

1 years with asset history on file

Average account balance

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

$261K

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

$295K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13497

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 codes2E2F2G2J2L2T3D

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.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$216K

$13497 / participant

Other / not subdivided$216K100.0%

% of EOY assets

5.165%

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

$261,303

$72,071+262.6%

$68,368+282.2%

$137,256+90.4%

Participation rate

93.8%

76.2%+17.5pp

73.8%+20.0pp

80.0%+13.8pp

Annual return

15.86%

353.14%-337.3pp

292.57%-276.7pp

220.34%-204.5pp

Employer contribution / active EE

$11,486

$2,788+312.0%

$2,649+333.6%

$4,156+176.4%

Participant deferral / active EE

$6,945

$4,410+57.5%

$4,123+68.5%

$6,407+8.4%

Admin fee / account holder

$13,497

$5,336+153.0%

$5,150+162.1%

$12,270+10.0%

KENEDY MEMORIAL FOUNDATION 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KENEDY MEMORIAL FOUNDATION 403(B) RETIREMENT 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