Retirement plan

YOSEMITE MARIPOSA COUNTY TOURISM BUREAU 401(K) PLAN

Name: YOSEMITE MARIPOSA COUNTY TOURISM BUREAU - YOSEMITE MARIPOSA COUNTY TOURISM BUREAU 401(K) PLAN (2025) Form 5500
Creator: YOSEMITE MARIPOSA COUNTY TOURISM BUREAU
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, YOSEMITE MARIPOSA COUNTY TOURISM BUREAU 401(K) PLAN, YOSEMITE MARIPOSA COUNTY TOURISM BUREAU

YOSEMITE MARIPOSA COUNTY TOURISM BUREAUEIN 20-8459353Plan #001PY 2025

5065 STATE HIGHWAY 140 - MARIPOSA, CA 95338209-742-4567yosemite.comLinkedIn1-10 employeeshospitality

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$344K

+31.9% from 2024

Total participants

+40.0% from 2024

Average account balance

$68,786

+5.5% from 2024

Annual return

11.04%

-0.04 pp from 2024

Benchmarks

See 4,188 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort4,188 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$344K

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

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

+11.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$251

$42 / participant

Other / not subdivided$251100.0%

% of EOY assets

0.073%

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

$68,786

$147,556-53.4%

$129,031-46.7%

$198,609-65.4%

Participation rate

66.7%

77.2%-10.6pp

73.4%-6.7pp

82.4%-15.7pp

Annual return

11.04%

37.41%-26.4pp

34.67%-23.6pp

202.70%-191.7pp

Employer contribution / active EE

$2,456

$3,645-32.6%

$3,226-23.9%

$5,055-51.4%

Participant deferral / active EE

$6,621

$5,760+15.0%

$5,217+26.9%

$6,977-5.1%

Admin fee / account holder

$50

$15,467-99.7%

$13,208-99.6%

$19,030-99.7%

YOSEMITE MARIPOSA COUNTY TOURISM BUREAU 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

YOSEMITE MARIPOSA COUNTY TOURISM BUREAU 401(K) 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