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. (2023) 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 2023

641 E 112TH AVE - NORTHGLENN, CO 80233303-428-0310arcadams.orgLinkedIn1-10 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

+28.5% from 2022

Total participants

+14.3% from 2022

Average account balance

$71,120

-5.8% from 2022

Annual return

21.94%

+40.44 pp from 2022

Benchmarks

See 41,808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,808 peers

Snapshot2023

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$27

$3 / participant

Other / not subdivided$27100.0%

% of EOY assets

0.003%

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

$71,120

$96,678-26.4%

$86,640-17.9%

$139,466-49.0%

Participation rate

88.9%

74.4%+14.5pp

71.7%+17.2pp

80.3%+8.6pp

Annual return

21.94%

106.69%-84.8pp

592.52%-570.6pp

373.66%-351.7pp

Employer contribution / active EE

$1,369

$3,265-58.1%

$3,024-54.7%

$4,754-71.2%

Participant deferral / active EE

$4,701

$4,837-2.8%

$4,438+5.9%

$6,712-30.0%

Admin fee / account holder

$6,410-100.0%

$5,616-100.0%

$11,409-100.0%

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