Retirement plan

DENVER CHILDREN'S HOME 403(B) PLAN

Name: DENVER CHILDREN'S HOME - DENVER CHILDREN'S HOME 403(B) PLAN (2024) Form 5500
Creator: DENVER CHILDREN'S HOME
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENVER CHILDREN'S HOME 403(B) PLAN, DENVER CHILDREN'S HOME

DENVER CHILDREN'S HOMEEIN 84-0404239Plan #001PY 2024

1501 ALBION STREET - DENVER, CO 80220303-399-4890denverchildrenshome.orgLinkedIn51-200 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.5M

+50.8% from 2023

Total participants

149

+3.5% from 2023

Average account balance

$21,446

+43.0% from 2023

Annual return

25.06%

+8.87 pp from 2023

Benchmarks

See 6,007 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,007 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.49M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

116

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.

73.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$523K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+25.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36

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 2 by compensation

Provider	Service type	Compensation
DIGITAL RETIREMENT SOLUTIONS, INC.5 years Service code 12 · EIN 84-1477138	Direct payment from the plan; Partici...	$4,125
NEWPORT GROUP, INC.5 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048	Investment management; Float revenue;...	$0

Plan features & details

Pension benefit codes2E2F2G2K2M2T

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.
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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$33 / participant

Contract admin$4K100.0%

% of EOY assets

0.166%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KUNDINGER, CORDER & MONTOYA, PC
Auditor EIN: 841255164
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,446

$55,446-61.3%

$155,574-86.2%

$74,429-71.2%

Participation rate

73.4%

61.9%+11.5pp

78.2%-4.8pp

67.2%+6.2pp

Annual return

25.06%

269.20%-244.1pp

64.87%-39.8pp

1368.38%-1343.3pp

Employer contribution / active EE

$2,167

$2,266-4.4%

$4,676-53.7%

$2,625-17.4%

Participant deferral / active EE

$2,050

$2,836-27.7%

$5,629-63.6%

$4,348-52.9%

Admin fee / account holder

$36

$1,743-98.0%

$15,914-99.8%

$1,944-98.2%

Provider

Service type

Compensation

DIGITAL RETIREMENT SOLUTIONS, INC.5 years

Service code 12 · EIN 84-1477138

Direct payment from the plan; Partici...

$4,125

NEWPORT GROUP, INC.5 years

Filed as: MATRIX FINANCIAL SOLUTIONS, INC.

Service code 18 · EIN 20-1591048

Investment management; Float revenue;...

DENVER CHILDREN'S HOME 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENVER CHILDREN'S HOME 403(B) 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