Retirement plan

CENIKOR FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Name: CENIKOR FOUNDATION - CENIKOR FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN (2025) Form 5500
Creator: CENIKOR FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENIKOR FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN, CENIKOR FOUNDATION

CENIKOR FOUNDATIONEIN 76-0031861Plan #002PY 2025

11931 WICKCHESTER LANE, SUITE 300 - HOUSTON, TX 77043713-266-9944cenikor.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.2M

+16.4% from 2024

Total participants

421

+6.3% from 2024

Average account balance

$19,666

+8.3% from 2024

Annual return

11.56%

-2.90 pp from 2024

Benchmarks

See 1,145 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort1,145 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.20M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

417

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.56%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
TIAA10+ years Service code 18 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206	Custodial (other than securities)	$1,300

Plan features & details

Pension benefit codes2E2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$625

$2 / participant

Contract admin$625100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAULDIN & JENKINS, LLC
Auditor EIN: 580692043
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,666

$46,464-57.7%

$150,298-86.9%

$79,634-75.3%

Participation rate

98.4%

57.0%+41.5pp

77.8%+20.7pp

62.5%+35.9pp

Annual return

11.56%

27.89%-16.3pp

62.79%-51.2pp

36.46%-24.9pp

Employer contribution / active EE

$3,534

$1,512+133.8%

$4,154-14.9%

$2,529+39.7%

Participant deferral / active EE

$1,431

$2,157-33.6%

$5,453-73.8%

$3,835-62.7%

Admin fee / account holder

$891-99.8%

$14,116-100.0%

$1,002-99.9%

Provider

Service type

Compensation

TIAA10+ years

Service code 18 · EIN 13-1624203

730 THIRD AVE · NEW YORK, NY 100173206

Custodial (other than securities)

$1,300

CENIKOR FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENIKOR FOUNDATION DEFINED CONTRIBUTION 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