Retirement plan

RUSTIC CANYON CO-OP NURSERY SCHOOL RETIREMENT PLAN

Name: RUSTIC CANYON CO-OP NURSERY SCHOOL - RUSTIC CANYON CO-OP NURSERY SCHOOL RETIREMENT PLAN (2025) Form 5500
Creator: RUSTIC CANYON CO-OP NURSERY SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUSTIC CANYON CO-OP NURSERY SCHOOL RETIREMENT PLAN, RUSTIC CANYON CO-OP NURSERY SCHOOL

RUSTIC CANYON CO-OP NURSERY SCHOOLEIN 95-1914194Plan #001PY 2025

6661 VISTA DEL MAR - PLAYA DEL REY, CA 90293310-459-1049

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$279K

+0.4% from 2024

Total participants

0.0% from 2024

Average account balance

$139,512

+0.4% from 2024

Annual return

0.40%

-9.47 pp from 2024

Benchmarks

See 3,224 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort3,224 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$279K

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.40%

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

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$139,512

$73,421+90.0%

$66,439+110.0%

$155,188-10.1%

Participation rate

100.0%

79.7%+20.3pp

74.5%+25.5pp

80.8%+19.2pp

Annual return

0.40%

1382.37%-1382.0pp

757.66%-757.3pp

148.84%-148.4pp

Employer contribution / active EE

$3,039-100.0%

$2,637-100.0%

$4,248-100.0%

Participant deferral / active EE

$4,680-100.0%

$3,876-100.0%

$6,531-100.0%

Admin fee / account holder

$8,856-100.0%

$6,173-100.0%

$14,480-100.0%

RUSTIC CANYON CO-OP NURSERY SCHOOL RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RUSTIC CANYON CO-OP NURSERY SCHOOL RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion