Retirement plan

OFFICE OF THE CHAPTER 13 TRUSTEE TAX DEFERRED ANNUITY PLAN

Name: OFFICE OF THE CHAPTER 13 TRUSTEE - OFFICE OF THE CHAPTER 13 TRUSTEE TAX DEFERRED ANNUITY PLAN (2025) Form 5500
Creator: OFFICE OF THE CHAPTER 13 TRUSTEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OFFICE OF THE CHAPTER 13 TRUSTEE TAX DEFERRED ANNUITY PLAN, OFFICE OF THE CHAPTER 13 TRUSTEE

OFFICE OF THE CHAPTER 13 TRUSTEEEIN 22-3872787Plan #002PY 2025

PO BOX 997 - MT PLEASANT, SC 294650997843-856-2409

Other plans on this EIN

2 filings

#003Retirement-$3.9M assets #001Retirement-$473K assets

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$6K

+3.1% from 2024

Total participants

0.0% from 2024

Average account balance

$6,052

+3.1% from 2024

Annual return

3.08%

-0.37 pp from 2024

Benchmarks

See 587 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort587 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6K

Not enough data

1 years with asset history on file

Average account balance

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

$6K

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.

16.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.08%

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

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 codes2G2J3D

Plan features

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$6,052

$70,532-91.4%

$68,948-91.2%

$137,256-95.6%

Participation rate

16.7%

81.0%-64.3pp

79.2%-62.5pp

80.0%-63.3pp

Annual return

3.08%

32.56%-29.5pp

28.39%-25.3pp

220.34%-217.3pp

Employer contribution / active EE

$4,355-100.0%

$4,165-100.0%

$4,156-100.0%

Participant deferral / active EE

$6,773-100.0%

$6,186-100.0%

$6,407-100.0%

Admin fee / account holder

$7,916-100.0%

$7,539-100.0%

$12,270-100.0%

OFFICE OF THE CHAPTER 13 TRUSTEE TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OFFICE OF THE CHAPTER 13 TRUSTEE TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion