Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF FOREST HEIGHTS LODGE

Name: FOREST HEIGHTS LODGE - 403(B) THRIFT PLAN FOR EMPLOYEES OF FOREST HEIGHTS LODGE (2025) Form 5500
Creator: FOREST HEIGHTS LODGE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF FOREST HEIGHTS LODGE, FOREST HEIGHTS LODGE

FOREST HEIGHTS LODGEEIN 84-0439961Plan #002PY 2025

13922 DENVER WEST PKWY BLDG 54 #, 13922 DENVER WEST PKWY STE 150 - GOLDEN, CO 80401303-674-6681decade2connect.orgLinkedIn1-10 employeesmental health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

-22.3% from 2024

Total participants

-6.5% from 2024

Average account balance

$69,296

-14.0% from 2024

Annual return

13.30%

-2.91 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.94M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

466.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

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

+13.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33623

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 codes2G3D2J

Plan features

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.
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

$941K

$156909 / participant

Other / not subdivided$941K100.0%

% of EOY assets

48.521%

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

$69,296

$174,379-60.3%

$152,093-54.4%

$138,895-50.1%

Participation rate

83.3%

81.6%+1.7pp

77.8%+5.6pp

79.9%+3.4pp

Annual return

13.30%

74.86%-61.6pp

66.36%-53.1pp

145.39%-132.1pp

Employer contribution / active EE

$4,155

$4,652-10.7%

$4,175-0.5%

$4,194-0.9%

Participant deferral / active EE

$4,584

$6,159-25.6%

$5,451-15.9%

$6,396-28.3%

Admin fee / account holder

$33,623

$16,880+99.2%

$14,497+131.9%

$12,562+167.7%

403(B) THRIFT PLAN FOR EMPLOYEES OF FOREST HEIGHTS LODGE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF FOREST HEIGHTS LODGE

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