Retirement plan

ANTELOPE VALLEY DOMESTIC VIOLENCE COUNCIL RETIREMENT PLAN

Name: ANTELOPE VALLEY DOMESTIC VIOLENCE COUNCIL - ANTELOPE VALLEY DOMESTIC VIOLENCE COUNCIL RETIREMENT PLAN (2025) Form 5500
Creator: ANTELOPE VALLEY DOMESTIC VIOLENCE COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANTELOPE VALLEY DOMESTIC VIOLENCE COUNCIL RETIREMENT PLAN, ANTELOPE VALLEY DOMESTIC VIOLENCE COUNCIL

ANTELOPE VALLEY DOMESTIC VIOLENCE COUNCILEIN 95-3582588Plan #002PY 2025

P.O.BOX 2980 - LANCASTER, CA 935392980661-949-1916valleyoasis.orgLinkedIn51-200 employees

Prospect flagsLow assets / participantLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+18.9% from 2024

Total participants

148

-12.9% from 2024

Average account balance

$7,850

+25.3% from 2024

Annual return

11.17%

+3.06 pp from 2024

Benchmarks

See 740 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort740 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

131

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$117

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$16,321
RAYMOND JAMES FINANCIAL SERVICES2 years Filed as: RAYMOND JAMES FINANCIAL Service code 27 880 CARILON PARKWAY · ST. PERTERSBURG, FL 33716	Advisory (Plan)	$5,863
TRUOG-RYDING COMPANY, INC.2 years Filed as: TROUG-RYDING COMPANY Service code 13 2659 TOWNSGATE ROAD, STE 101 · WESTLAKE VILLAGE, CA 91361	Contract Administrator	$2,793

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$15K

$150 / participant

Investment mgmt$15K100.0%

% of EOY assets

1.491%

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: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$7,850

$46,688-83.2%

$189,758-95.9%

$69,733-88.7%

Participation rate

83.3%

61.7%+21.6pp

79.8%+3.5pp

62.5%+20.9pp

Annual return

11.17%

14.35%-3.2pp

52.62%-41.5pp

15.22%-4.1pp

Employer contribution / active EE

$1,072

$1,695-36.7%

$4,767-77.5%

$2,250-52.4%

Participant deferral / active EE

$723

$2,143-66.2%

$5,856-87.7%

$3,054-76.3%

Admin fee / account holder

$117

$1,700-93.1%

$20,388-99.4%

$3,102-96.2%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INS COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$16,321

RAYMOND JAMES FINANCIAL SERVICES2 years

Filed as: RAYMOND JAMES FINANCIAL

Service code 27

880 CARILON PARKWAY · ST. PERTERSBURG, FL 33716

Advisory (Plan)

$5,863

TRUOG-RYDING COMPANY, INC.2 years

Filed as: TROUG-RYDING COMPANY

Service code 13

2659 TOWNSGATE ROAD, STE 101 · WESTLAKE VILLAGE, CA 91361

Contract Administrator

$2,793

ANTELOPE VALLEY DOMESTIC VIOLENCE COUNCIL RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANTELOPE VALLEY DOMESTIC VIOLENCE COUNCIL 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