Retirement plan

403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES

Name: MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES - 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES (2020) Form 5500
Creator: MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES, MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES

MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELESEIN 95-4107024Plan #002PY 2020

11390 W OLYMPIC BLVD STE 300 - LOS ANGELES, CA 900641619310-788-9474LinkedIn11-50 employeescivic & social organization

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed January 30, 2025 (most recent of 2 filings on file)

Plan administrator

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11390 W Olympic Blvd, Suite 300

Los Angeles, CA 90064

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Plans declared (1)

457(b) Eligible Deferred Compensation Plan1 emp

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Total assets (EOY)

$1.2M

+47.9% from 2019

Total participants

+16.7% from 2019

Average account balance

$28,596

+29.9% from 2019

Annual return

34.14%

+35.69 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

223.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4165

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

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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 codes2F2G3D

Plan features

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$11K

$500 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.896%

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

$28,596

$100,911-71.7%

$90,440-68.4%

$158,966-82.0%

Participation rate

95.2%

75.0%+20.2pp

72.7%+22.5pp

82.0%+13.3pp

Annual return

34.14%

1726.62%-1692.5pp

1294.38%-1260.2pp

302.95%-268.8pp

Employer contribution / active EE

$1,421

$3,690-61.5%

$3,263-56.4%

$4,762-70.2%

Participant deferral / active EE

$4,286

$4,348-1.4%

$3,964+8.1%

$5,983-28.4%

Admin fee / account holder

$256

$6,507-96.1%

$5,615-95.4%

$11,250-97.7%

403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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