Retirement plan

THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN

Name: LICK-WILMERDING HIGH SCHOOL - THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN (2024) Form 5500
Creator: LICK-WILMERDING HIGH SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN, LICK-WILMERDING HIGH SCHOOL

LICK-WILMERDING HIGH SCHOOLEIN 94-1186156Plan #001PY 2024

755 OCEAN AVENUE - SAN FRANCISCO, CA 94112415-333-4021lwhs.orgLinkedIn51-200 employeeseducation management

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 26, 2010 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$48.8M

+13.8% from 2023

Total participants

326

+2.5% from 2023

Average account balance

$151,469

+9.5% from 2023

Annual return

13.26%

-1.34 pp from 2023

Benchmarks

See 1,577 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,577 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$48.77M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

322

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.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.33M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$171

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 3 by compensation

Provider	Service type	Compensation
TIAA2 years Service code 64 · EIN 13-1624203	Recordkeeping Fees	$35,663
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DOMESTIC HLDNGS Service code 27 · EIN 20-8764829	Advisory (Plan)	$16,374
AXA EQUITABLE LIFE INSURANCE CO7 years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651	Directed Trustee	$60

Plan features & details

Pension benefit codes2G2K2L2M2T3D

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

$55K

$375 / participant

Contract admin$55K100.0%

% of EOY assets

0.113%

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: ARMANINO, LLP
Auditor EIN: 332514127
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$151,469

$69,774+117.1%

$67,575+124.1%

$74,459+103.4%

Participation rate

97.3%

71.4%+25.9pp

72.9%+24.4pp

67.2%+30.1pp

Annual return

13.26%

-40.53%+53.8pp

3528.98%-3515.7pp

1369.70%-1356.4pp

Employer contribution / active EE

$6,465

$2,710+138.5%

$2,736+136.4%

$2,626+146.2%

Participant deferral / active EE

$9,397

$3,636+158.4%

$4,003+134.7%

$4,350+116.0%

Admin fee / account holder

$171

$890-80.8%

$3,993-95.7%

$1,945-91.2%

Provider

Service type

Compensation

TIAA2 years

Service code 64 · EIN 13-1624203

Recordkeeping Fees

$35,663

MORGAN STANLEY SMITH BARNEY2 years

Filed as: MORGAN STANLEY DOMESTIC HLDNGS

Service code 27 · EIN 20-8764829

Advisory (Plan)

$16,374

AXA EQUITABLE LIFE INSURANCE CO7 years

Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN

Service code 25 · EIN 13-5570651

Directed Trustee

$60

THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN

Top hat statement on fileNQDC

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