Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF SNOHOMISH COUNTY

Name: THE ARC OF SNOHOMISH COUNTY - 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF SNOHOMISH COUNTY (2024) Form 5500
Creator: THE ARC OF SNOHOMISH COUNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF SNOHOMISH COUNTY, THE ARC OF SNOHOMISH COUNTY

THE ARC OF SNOHOMISH COUNTYEIN 91-0991444Plan #001PY 2024

2500 HEWITT AVE - EVERETT, WA 982013789425-258-2459arcsno.orgLinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$271K

+28.5% from 2023

Total participants

+4.5% from 2023

Average account balance

$15,072

+14.2% from 2023

Annual return

14.27%

+0.27 pp from 2023

Benchmarks

See 49,870 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,870 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$271K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$258

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 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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$258 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.711%

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

$15,072

$88,815-83.0%

$81,882-81.6%

$145,897-89.7%

Participation rate

72.2%

75.1%-2.9pp

72.4%-0.2pp

80.3%-8.1pp

Annual return

14.27%

1033.75%-1019.5pp

779.47%-765.2pp

552.29%-538.0pp

Employer contribution / active EE

$1,150

$3,086-62.7%

$2,916-60.6%

$4,663-75.3%

Participant deferral / active EE

$770

$4,647-83.4%

$4,323-82.2%

$6,689-88.5%

Admin fee / account holder

$258

$8,434-96.9%

$7,360-96.5%

$13,390-98.1%

403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF SNOHOMISH COUNTY

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 SNOHOMISH COUNTY

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