Retirement plan

BRANCH ALLIANCE FOR EDUCATOR DIVERSITY 401(K) PLAN

Name: BRANCH ALLIANCE FOR EDUCATOR DIVERSITY - BRANCH ALLIANCE FOR EDUCATOR DIVERSITY 401(K) PLAN (2025) Form 5500
Creator: BRANCH ALLIANCE FOR EDUCATOR DIVERSITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRANCH ALLIANCE FOR EDUCATOR DIVERSITY 401(K) PLAN, BRANCH ALLIANCE FOR EDUCATOR DIVERSITY

BRANCH ALLIANCE FOR EDUCATOR DIVERSITYEIN 81-4012999Plan #001PY 2025

100 WORLD DRIVE, STE 101 - PEACHTREE CITY, GA 30269800-519-0249

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+35.5% from 2024

Total participants

-6.9% from 2024

Average account balance

$67,005

+23.7% from 2024

Annual return

18.33%

+7.36 pp from 2024

Benchmarks

See 3,430 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,430 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.54M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

85.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$241K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2346

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 codes2E2F2G2H2J2T3D

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

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

$54K

$1998 / participant

Other / not subdivided$54K100.0%

% of EOY assets

3.501%

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

$67,005

$47,479+41.1%

$62,929+6.5%

$82,448-18.7%

Participation rate

85.2%

66.9%+18.3pp

73.1%+12.1pp

68.1%+17.1pp

Annual return

18.33%

20.34%-2.0pp

1063.93%-1045.6pp

41.64%-23.3pp

Employer contribution / active EE

$3,391

$1,885+79.9%

$2,505+35.4%

$2,551+32.9%

Participant deferral / active EE

$5,530

$2,870+92.6%

$3,888+42.2%

$4,139+33.6%

Admin fee / account holder

$2,346

$3,804-38.3%

$5,065-53.7%

$7,234-67.6%

BRANCH ALLIANCE FOR EDUCATOR DIVERSITY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRANCH ALLIANCE FOR EDUCATOR DIVERSITY 401(K) 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