Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF ADAMS COUNTY, INC.

Name: THE ARC OF ADAMS COUNTY, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF ADAMS COUNTY, INC. (2024) Form 5500
Creator: THE ARC OF ADAMS COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF ADAMS COUNTY, INC., THE ARC OF ADAMS COUNTY, INC.

THE ARC OF ADAMS COUNTY, INC.EIN 84-0679337Plan #001PY 2024

641 E 112TH AVE - NORTHGLENN, CO 802333013303-428-0310arcadams.orgLinkedIn1-10 employeesindividual & family services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+27.8% from 2023

Total participants

+6.3% from 2023

Average account balance

$80,171

+12.7% from 2023

Annual return

21.07%

-0.87 pp from 2023

Benchmarks

See 49,870 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,870 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+21.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$110

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 codes2G2J2E2T

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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$171 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.138%

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

$80,171

$88,815-9.7%

$81,882-2.1%

$145,897-45.0%

Participation rate

100.0%

75.1%+24.9pp

72.4%+27.6pp

80.3%+19.7pp

Annual return

21.07%

1033.75%-1012.7pp

779.47%-758.4pp

552.29%-531.2pp

Employer contribution / active EE

$1,247

$3,086-59.6%

$2,916-57.2%

$4,663-73.3%

Participant deferral / active EE

$5,399

$4,647+16.2%

$4,323+24.9%

$6,689-19.3%

Admin fee / account holder

$110

$8,434-98.7%

$7,360-98.5%

$13,390-99.2%

403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF ADAMS COUNTY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF ADAMS COUNTY, INC.

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