Retirement plan

INSTITUTE FOR CREATION RESEARCH RETIREMENT PLAN

Name: INSTITUTE FOR CREATION RESEARCH - INSTITUTE FOR CREATION RESEARCH RETIREMENT PLAN (2024) Form 5500
Creator: INSTITUTE FOR CREATION RESEARCH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INSTITUTE FOR CREATION RESEARCH RETIREMENT PLAN, INSTITUTE FOR CREATION RESEARCH

INSTITUTE FOR CREATION RESEARCHEIN 95-3523177Plan #001PY 2024

1806 ROYAL LANE - DALLAS, TX 75229214-615-8300icr.orgLinkedIn51-200 employeesresearch

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.1M

+14.1% from 2023

Total participants

+20.0% from 2023

Average account balance

$66,018

-4.9% from 2023

Annual return

14.39%

+1.26 pp from 2023

Benchmarks

See 10,668 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,668 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.15M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

139.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$384K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5380

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 codes2E2F2G2J2T3D

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.
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

$420K

$7494 / participant

Other / not subdivided$420K100.0%

% of EOY assets

8.149%

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

$66,018

$58,258+13.3%

$81,820-19.3%

$80,925-18.4%

Participation rate

100.0%

63.5%+36.5pp

72.4%+27.6pp

67.7%+32.3pp

Annual return

14.39%

41.76%-27.4pp

777.93%-763.5pp

35.65%-21.3pp

Employer contribution / active EE

$3,821

$2,345+62.9%

$2,915+31.1%

$2,756+38.6%

Participant deferral / active EE

$3,037

$3,284-7.5%

$4,323-29.7%

$4,299-29.3%

Admin fee / account holder

$5,380

$4,976+8.1%

$7,391-27.2%

$6,940-22.5%

INSTITUTE FOR CREATION RESEARCH RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INSTITUTE FOR CREATION RESEARCH RETIREMENT PLAN

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