Retirement plan

CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN

Name: CENTER FOR HUMAN DEVELOPMENT, INC. - CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN (2024) Form 5500
Creator: CENTER FOR HUMAN DEVELOPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN, CENTER FOR HUMAN DEVELOPMENT, INC.

CENTER FOR HUMAN DEVELOPMENT, INC.EIN 93-1159198Plan #001PY 2024

5725 S VALLEY VIEW BLVD, STE 5 PMB 167218 - LAS VEGAS, NV 891183130541-962-8811

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13M

+17.1% from 2023

Total participants

164

-0.6% from 2023

Average account balance

$90,055

+20.4% from 2023

Annual return

11.99%

-1.96 pp from 2023

Benchmarks

See 5,998 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,998 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.97M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

144

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.

84.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$89

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
PRINCIPAL LIFE INSURANCE COMPANY6 years Service code 13 · EIN 42-0127290	Contract Administrator	$12,751

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

$13K

$101 / participant

Contract admin$13K100.0%

% of EOY assets

0.098%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: POULSEN, VANLEUVEN & CATMULL CPA'S
Auditor EIN: 820410821
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,055

$55,437+62.4%

$155,534-42.1%

$74,459+20.9%

Participation rate

84.1%

61.9%+22.2pp

78.2%+5.9pp

67.2%+16.9pp

Annual return

11.99%

269.58%-257.6pp

64.92%-52.9pp

1369.70%-1357.7pp

Employer contribution / active EE

$6,276

$2,266+176.9%

$4,675+34.2%

$2,626+139.0%

Participant deferral / active EE

$1,919

$2,837-32.4%

$5,630-65.9%

$4,350-55.9%

Admin fee / account holder

$89

$1,742-94.9%

$15,900-99.4%

$1,945-95.4%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY6 years

Service code 13 · EIN 42-0127290

Contract Administrator

$12,751

CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT 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