Retirement plan

AMON G. CARTER FOUNDATION 401(K) RETIREMENT PLAN

Name: AMON G. CARTER FOUNDATION - AMON G. CARTER FOUNDATION 401(K) RETIREMENT PLAN (2019) Form 5500
Creator: AMON G. CARTER FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMON G. CARTER FOUNDATION 401(K) RETIREMENT PLAN, AMON G. CARTER FOUNDATION

AMON G. CARTER FOUNDATIONEIN 75-6000331Plan #002PY 2019

P.O. BOX 1036 - FORT WORTH, TX 761011036817-332-2783agcf.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+12.8% from 2018

Total participants

+20.0% from 2018

Average account balance

$212,644

-6.0% from 2018

Annual return

24.55%

+29.67 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.95M

Not enough data

1 years with asset history on file

Average account balance

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

$326K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$152K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+16.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80121

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$271K

$67666 / participant

Other / not subdivided$271K100.0%

% of EOY assets

21.214%

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

$212,644

$103,038+106.4%

$90,324+135.4%

$152,909+39.1%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

24.55%

95.25%-70.7pp

78.15%-53.6pp

345.46%-320.9pp

Employer contribution / active EE

$8,547

$3,141+172.1%

$2,856+199.3%

$4,764+79.4%

Participant deferral / active EE

$25,820

$4,282+503.0%

$3,885+564.5%

$5,851+341.3%

Admin fee / account holder

$45,111

$6,177+630.3%

$5,356+742.3%

$11,601+288.9%

AMON G. CARTER FOUNDATION 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMON G. CARTER FOUNDATION 401(K) 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