Retirement plan

CHESTER COUNTY ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN

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

CHESTER COUNTY ECONOMIC DEVELOPMENT COUNCILEIN 23-1576225Plan #001PY 2025

737 CONSTITUTION DRIVE - EXTON, PA 19341610-458-5700

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.8M

+18.0% from 2024

Total participants

+9.7% from 2024

Average account balance

$171,796

+7.5% from 2024

Annual return

12.68%

-0.45 pp from 2024

Benchmarks

See 7,520 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort7,520 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.84M

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

121.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$262K

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

+12.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$595

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 codes2E2F2G2J3D

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.
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

$20K

$723 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.346%

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

$171,796

$93,345+84.0%

$119,126+44.2%

$87,485+96.4%

Participation rate

100.0%

68.7%+31.3pp

75.8%+24.2pp

68.9%+31.1pp

Annual return

12.68%

19.08%-6.4pp

282.11%-269.4pp

26.06%-13.4pp

Employer contribution / active EE

$2,711

$3,172-14.5%

$4,034-32.8%

$2,596+4.4%

Participant deferral / active EE

$6,659

$4,099+62.5%

$5,318+25.2%

$4,274+55.8%

Admin fee / account holder

$595

$8,039-92.6%

$10,693-94.4%

$7,775-92.3%

CHESTER COUNTY ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHESTER COUNTY ECONOMIC DEVELOPMENT COUNCIL 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