Retirement plan

NEVADA DISABILITY ADVOCACY AND LAW CENTER, INC. 403(B) TAX-DEFERRED PLAN

Name: NEVADA DISABILITY ADVOCACY AND LAW CENTER, INC. - NEVADA DISABILITY ADVOCACY AND LAW CENTER, INC. 403(B) TAX-DEFERRED PLAN (2024) Form 5500
Creator: NEVADA DISABILITY ADVOCACY AND LAW CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEVADA DISABILITY ADVOCACY AND LAW CENTER, INC. 403(B) TAX-DEFERRED PLAN, NEVADA DISABILITY ADVOCACY AND LAW CENTER, INC.

NEVADA DISABILITY ADVOCACY AND LAW CENTER, INC.EIN 88-0327392Plan #001PY 2024

2820 W. CHARLESTON BOULEVARD, SUITE B-11 - LAS VEGAS, NV 89102702-257-8150LinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+4.4% from 2023

Total participants

+50.0% from 2023

Average account balance

$96,567

-19.7% from 2023

Annual return

13.84%

-1.15 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

144.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11590

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 codes2G2F2J3D

Plan features

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.
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

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$151K

$16741 / participant

Other / not subdivided$151K100.0%

% of EOY assets

12.002%

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

$96,567

$160,028-39.7%

$147,080-34.3%

$145,884-33.8%

Participation rate

77.8%

84.0%-6.2pp

82.2%-4.4pp

80.3%-2.5pp

Annual return

13.84%

98.60%-84.8pp

420.17%-406.3pp

551.85%-538.0pp

Employer contribution / active EE

$128

$5,286-97.6%

$4,933-97.4%

$4,662-97.2%

Participant deferral / active EE

$4,015

$8,422-52.3%

$8,066-50.2%

$6,690-40.0%

Admin fee / account holder

$11,590

$15,030-22.9%

$12,989-10.8%

$13,392-13.5%

NEVADA DISABILITY ADVOCACY AND LAW CENTER, INC. 403(B) TAX-DEFERRED PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEVADA DISABILITY ADVOCACY AND LAW CENTER, INC. 403(B) TAX-DEFERRED 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