Retirement plan

EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS

Name: A COMMUNITY OF FRIENDS - EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS (2025) Form 5500
Creator: A COMMUNITY OF FRIENDS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS, A COMMUNITY OF FRIENDS

A COMMUNITY OF FRIENDSEIN 95-4203106Plan #002PY 2025

3701 WILSHIRE BLVD STE 700 - LOS ANGELES, CA 900102813213-480-0809

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6M

+15.3% from 2024

Total participants

168

+12.8% from 2024

Average account balance

$43,779

+6.8% from 2024

Annual return

10.87%

-2.32 pp from 2024

Benchmarks

See 228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort228 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.95M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

136

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.

71.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$448K

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

+10.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP3 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Participant loan processing; Recordke...	$1,445

Plan features & details

Pension benefit codes2G3D2J2E2T2F

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1K

$10 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.019%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: VASQUEZ & COMPANY LLC
Auditor EIN: 330700332
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,779

$47,553-7.9%

$136,867-68.0%

$69,733-37.2%

Participation rate

71.9%

61.4%+10.6pp

74.5%-2.6pp

62.5%+9.5pp

Annual return

10.87%

-91.50%+102.4pp

42.97%-32.1pp

15.22%-4.4pp

Employer contribution / active EE

$2,263

$2,087+8.4%

$3,547-36.2%

$2,250+0.6%

Participant deferral / active EE

$1,663

$2,300-27.7%

$4,924-66.2%

$3,054-45.6%

Admin fee / account holder

$3,496-99.8%

$10,340-99.9%

$3,102-99.7%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP3 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Participant loan processing; Recordke...

$1,445

EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF A COMMUNITY OF FRIENDS

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