Retirement plan

DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF CHILDREN'S HOME SOCIETY OF CALIFORNIA

Name: CHILDREN'S HOME SOCIETY OF CALIFORNIA - DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF CHILDREN'S HOME SOCIETY OF CALIFORNIA (2024) Form 5500
Creator: CHILDREN'S HOME SOCIETY OF CALIFORNIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF CHILDREN'S HOME SOCIETY OF CALIFORNIA, CHILDREN'S HOME SOCIETY OF CALIFORNIA

CHILDREN'S HOME SOCIETY OF CALIFORNIAEIN 95-1690976Plan #002PY 2024

1300 W FOURTH ST - LOS ANGELES, CA 900171404213-240-5925chs-ca.orgLinkedIn201-500 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17M

+17.7% from 2023

Total participants

308

+6.9% from 2023

Average account balance

$56,884

+11.8% from 2023

Annual return

12.55%

+2.60 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

$18.97M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

313

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.

95.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.10M

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

+9.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

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
MUTUAL OF AMERICA INVESTMENT CORP2 years Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Participant...	$1,652

Plan features & details

Pension benefit codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

$2K

$8 / participant

Recordkeeping$2K100.0%

% of EOY assets

0.010%

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: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,884

$55,437+2.6%

$155,534-63.4%

$74,459-23.6%

Participation rate

95.0%

61.9%+33.1pp

78.2%+16.8pp

67.2%+27.8pp

Annual return

12.55%

269.58%-257.0pp

64.92%-52.4pp

1369.70%-1357.1pp

Employer contribution / active EE

$5,650

$2,266+149.3%

$4,675+20.9%

$2,626+115.2%

Participant deferral / active EE

$2,837-100.0%

$5,630-100.0%

$4,350-100.0%

Admin fee / account holder

$1,742-99.7%

$15,900-100.0%

$1,945-99.7%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2 years

Service code 12 · EIN 13-1614399

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Participant...

$1,652

DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF CHILDREN'S HOME SOCIETY OF CALIFORNIA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEFINED CONTRIBUTION PENSION PLAN FOR THE EMPLOYEES OF CHILDREN'S HOME SOCIETY OF CALIFORNIA

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