Retirement plan

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF ACHIEVE HUMAN SERVICES, INC.

Name: ACHIEVE HUMAN SERVICES, INC. - 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF ACHIEVE HUMAN SERVICES, INC. (2024) Form 5500
Creator: ACHIEVE HUMAN SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF ACHIEVE HUMAN SERVICES, INC., ACHIEVE HUMAN SERVICES, INC.

ACHIEVE HUMAN SERVICES, INC.EIN 86-0354970Plan #002PY 2024

3250A E 40TH ST - YUMA, AZ 853657748928-341-0335LinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$187K assets

Prospect flagsLow returnsLow participant contribution

How to read this page

Total assets (EOY)

$3.1M

+10.3% from 2023

Total participants

103

-32.2% from 2023

Average account balance

$32,341

+60.8% from 2023

Annual return

8.63%

-1.14 pp from 2023

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.10M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

89.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$426K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+8.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27

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 CORP2 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$3,047

Plan features & details

Pension benefit codes2G2E2J2T

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$38 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.083%

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: LUDWIG KLEWER & RUDNER, PLLC
Auditor EIN: 364538293
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,341

$81,358-60.2%

$155,556-79.2%

$80,959-60.1%

Participation rate

89.6%

66.3%+23.3pp

78.2%+11.3pp

67.7%+21.9pp

Annual return

8.63%

33.39%-24.8pp

64.84%-56.2pp

35.67%-27.0pp

Employer contribution / active EE

$6,352

$3,106+104.5%

$4,675+35.9%

$2,757+130.4%

Participant deferral / active EE

$3,455-100.0%

$5,631-100.0%

$4,300-100.0%

Admin fee / account holder

$27

$7,994-99.7%

$15,885-99.8%

$6,925-99.6%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$3,047

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF ACHIEVE HUMAN SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF ACHIEVE HUMAN SERVICES, 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