Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GREATER PHOENIX URBAN LEAGUE, INC.

Name: GREATER PHOENIX URBAN LEAGUE, - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GREATER PHOENIX URBAN LEAGUE, INC. (2025) Form 5500
Creator: GREATER PHOENIX URBAN LEAGUE,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GREATER PHOENIX URBAN LEAGUE, INC., GREATER PHOENIX URBAN LEAGUE,

GREATER PHOENIX URBAN LEAGUE,EIN 86-0124189Plan #001PY 2025

1402 S 7TH AVE - PHOENIX, AZ 850073902602-254-5611gphxul.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$4.3M

+15.9% from 2024

Total participants

209

-2.3% from 2024

Average account balance

$21,358

+14.8% from 2024

Annual return

13.29%

-0.33 pp from 2024

Benchmarks

See 228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort228 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.34M

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.

203

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$347K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP6 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$3,077

Plan features & details

Pension benefit codes2G3D2J2E2T

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.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$16 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.050%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FESTER & CHAPMAN PLLC
Auditor EIN: 821455657
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,358

$47,553-55.1%

$136,867-84.4%

$69,733-69.4%

Participation rate

95.6%

61.4%+34.2pp

74.5%+21.0pp

62.5%+33.1pp

Annual return

13.29%

-91.50%+104.8pp

42.97%-29.7pp

15.22%-1.9pp

Employer contribution / active EE

$2,203

$2,087+5.6%

$3,547-37.9%

$2,250-2.1%

Participant deferral / active EE

$351

$2,300-84.8%

$4,924-92.9%

$3,054-88.5%

Admin fee / account holder

$11

$3,496-99.7%

$10,340-99.9%

$3,102-99.7%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP6 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$3,077

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GREATER PHOENIX URBAN LEAGUE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GREATER PHOENIX URBAN LEAGUE, 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