Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF JUSTICE IN AGING

Name: JUSTICE IN AGING - 403(B) THRIFT PLAN FOR EMPLOYEES OF JUSTICE IN AGING (2024) Form 5500
Creator: JUSTICE IN AGING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF JUSTICE IN AGING, JUSTICE IN AGING

JUSTICE IN AGINGEIN 95-3132674Plan #001PY 2024

1444 EYE ST NW STE 1100 - WASHINGTON, DC 200056547202-683-1998justiceinaging.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.6M

+34.5% from 2023

Total participants

+7.4% from 2023

Average account balance

$147,830

+25.2% from 2023

Annual return

22.42%

+2.28 pp from 2023

Benchmarks

See 28,896 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,896 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.57M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

148.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$802K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+22.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$594

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 codes2G3D2J2E2T

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.
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

1 tripped

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

$34K

$884 / participant

Other / not subdivided$34K100.0%

% of EOY assets

0.402%

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

$147,830

$102,393+44.4%

$147,041+0.5%

$80,911+82.7%

Participation rate

100.0%

75.9%+24.1pp

82.2%+17.8pp

67.6%+32.4pp

Annual return

22.42%

134.95%-112.5pp

419.21%-396.8pp

35.63%-13.2pp

Employer contribution / active EE

$10,124

$3,715+172.5%

$4,935+105.1%

$2,756+267.4%

Participant deferral / active EE

$10,443

$6,647+57.1%

$8,071+29.4%

$4,297+143.0%

Admin fee / account holder

$594

$7,943-92.5%

$13,006-95.4%

$6,935-91.4%

403(B) THRIFT PLAN FOR EMPLOYEES OF JUSTICE IN AGING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF JUSTICE IN AGING

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