Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH)

Name: SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH) - 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH) (2025) Form 5500
Creator: SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH), SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH)

SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH)EIN 95-4019655Plan #003PY 2025

340 E 2ND ST STE 406 - LOS ANGELES, CA 900124249213-480-1249southerncaliforniacoalition.comLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$740K

+27.6% from 2024

Total participants

-4.3% from 2024

Average account balance

$35,237

+15.5% from 2024

Annual return

15.73%

-1.38 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$740K

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

190.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1351

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 codes2G3D2J2E

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.
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

$28K

$2579 / participant

Other / not subdivided$28K100.0%

% of EOY assets

3.834%

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

$35,237

$172,111-79.5%

$150,298-76.6%

$137,256-74.3%

Participation rate

90.9%

81.7%+9.2pp

77.8%+13.1pp

80.0%+10.9pp

Annual return

15.73%

69.37%-53.6pp

62.79%-47.1pp

220.34%-204.6pp

Employer contribution / active EE

$2,674

$4,636-42.3%

$4,154-35.6%

$4,156-35.7%

Participant deferral / active EE

$6,172

$6,166+0.1%

$5,453+13.2%

$6,407-3.7%

Admin fee / account holder

$1,351

$16,471-91.8%

$14,116-90.4%

$12,270-89.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA ASSOCIATION OF NON-PROFIT HOUSING (SCANPH)

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