Retirement plan

MCCUNE CHARITABLE FOUNDATION 403(B)PLAN

Name: THE MARSHALL L. & PERRINE D. MCCUNE CHARITABLE FOUNDATION - MCCUNE CHARITABLE FOUNDATION 403(B)PLAN (2025) Form 5500
Creator: THE MARSHALL L. & PERRINE D. MCCUNE CHARITABLE FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MCCUNE CHARITABLE FOUNDATION 403(B)PLAN, THE MARSHALL L. & PERRINE D. MCCUNE CHARITABLE FOUNDATION

THE MARSHALL L. & PERRINE D. MCCUNE CHARITABLE FOUNDATIONEIN 85-0429439Plan #001PY 2025

345 EAST ALAMEDA - SANTA FE, NM 87501505-983-8300

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+20.7% from 2024

Total participants

0.0% from 2024

Average account balance

$211,456

+20.7% from 2024

Annual return

14.69%

+0.92 pp from 2024

Benchmarks

See 9,624 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort9,624 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$211K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+14.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5600

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 codes2E2F2G2J

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.
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.

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

$28K

$7000 / participant

Other / not subdivided$28K100.0%

% of EOY assets

2.648%

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

$211,456

$157,829+34.0%

$136,867+54.5%

$198,609+6.5%

Participation rate

100.0%

77.2%+22.8pp

74.5%+25.5pp

82.4%+17.6pp

Annual return

14.69%

51.25%-36.6pp

42.97%-28.3pp

202.70%-188.0pp

Employer contribution / active EE

$11,604

$3,923+195.8%

$3,547+227.2%

$5,055+129.5%

Participant deferral / active EE

$8,610

$5,463+57.6%

$4,924+74.9%

$6,977+23.4%

Admin fee / account holder

$5,600

$11,107-49.6%

$10,340-45.8%

$19,030-70.6%

MCCUNE CHARITABLE FOUNDATION 403(B)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MCCUNE CHARITABLE FOUNDATION 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