Retirement plan

SCHUYLER COUNTY PARTNERSHIP FOR ECONOMIC DEVELOPMENT 401(K) PROFIT SHARING PLAN

Name: SCHUYLER COUNTY PARTNERSHIP FOR ECONOMIC DEVELOPMENT - SCHUYLER COUNTY PARTNERSHIP FOR ECONOMIC DEVELOPMENT 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: SCHUYLER COUNTY PARTNERSHIP FOR ECONOMIC DEVELOPMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHUYLER COUNTY PARTNERSHIP FOR ECONOMIC DEVELOPMENT 401(K) PROFIT SHARING PLAN, SCHUYLER COUNTY PARTNERSHIP FOR ECONOMIC DEVELOPMENT

SCHUYLER COUNTY PARTNERSHIP FOR ECONOMIC DEVELOPMENTEIN 22-2860153Plan #001PY 2025

216 NORTH FRANKLIN STREET - WATKINS GLEN, NY 14891607-535-4341

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$138K

+20.6% from 2024

Total participants

+50.0% from 2024

Average account balance

$46,071

-19.6% from 2024

Annual return

7.29%

+1.97 pp from 2024

Benchmarks

See 6,679 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort6,679 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$138K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+7.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2709

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 codes2E2F2J2T3D

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).
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

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

$8K

$4063 / participant

Other / not subdivided$8K100.0%

% of EOY assets

5.879%

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

$46,071

$225,673-79.6%

$203,872-77.4%

$155,188-70.3%

Participation rate

100.0%

80.3%+19.7pp

77.8%+22.2pp

80.8%+19.2pp

Annual return

7.29%

95.91%-88.6pp

85.11%-77.8pp

148.84%-141.5pp

Employer contribution / active EE

$3,513

$4,099-14.3%

$3,757-6.5%

$4,248-17.3%

Participant deferral / active EE

$8,196

$6,893+18.9%

$6,388+28.3%

$6,531+25.5%

Admin fee / account holder

$2,709

$12,327-78.0%

$11,730-76.9%

$14,480-81.3%

SCHUYLER COUNTY PARTNERSHIP FOR ECONOMIC DEVELOPMENT 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHUYLER COUNTY PARTNERSHIP FOR ECONOMIC DEVELOPMENT 401(K) PROFIT SHARING 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