Retirement plan

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK

Name: CALIFORNIA CHILD CARE RESOURCE - DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK (2024) Form 5500
Creator: CALIFORNIA CHILD CARE RESOURCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK, CALIFORNIA CHILD CARE RESOURCE

CALIFORNIA CHILD CARE RESOURCEEIN 94-2718807Plan #001PY 2024

1 POLK STREET, UNIT 201 - SAN FRANCISCO, CA 94102415-882-0234LinkedIn1-10 employeesindividual & family services

Other plans on this EIN

1 filing

#002Retirement-$1.8M assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$1.7M

+14.3% from 2023

Total participants

+4.8% from 2023

Average account balance

$38,915

+9.1% from 2023

Annual return

17.16%

+1.72 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.71M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+17.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3603

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 codes2G3D2E2T

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.
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

2 tripped

OpportunityLow participant contribution
Participant 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.)

Expense breakdown

Schedule H Part II

Admin total

$159K

$7206 / participant

Other / not subdivided$159K100.0%

% of EOY assets

9.258%

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

$38,915

$183,516-78.8%

$155,534-75.0%

$145,884-73.3%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

17.16%

61.43%-44.3pp

64.92%-47.8pp

551.85%-534.7pp

Employer contribution / active EE

$5,220

$5,315-1.8%

$4,675+11.7%

$4,662+12.0%

Participant deferral / active EE

$6,467-100.0%

$5,630-100.0%

$6,690-100.0%

Admin fee / account holder

$3,603

$19,293-81.3%

$15,900-77.3%

$13,392-73.1%

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK

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