Retirement plan

JARROD L. STOKES 401(K)

Name: JARROD L. STOKES - JARROD L. STOKES 401(K) (2025) Form 5500
Creator: JARROD L. STOKES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JARROD L. STOKES 401(K), JARROD L. STOKES

JARROD L. STOKESEIN 27-1599412Plan #001PY 2025

1901 BULL STREET - COLUMBIA, SC 29201803-409-3770

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$340K

+56.2% from 2024

Total participants

+12.5% from 2024

Average account balance

$37,805

+21.5% from 2024

Annual return

23.10%

+3.61 pp from 2024

Benchmarks

See 7,670 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort7,670 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$340K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+23.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$201

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 codes2E2J2F2G3D3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$361 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.531%

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

$37,805

$275,752-86.3%

$256,809-85.3%

$198,609-81.0%

Participation rate

100.0%

89.2%+10.8pp

88.5%+11.5pp

82.4%+17.6pp

Annual return

23.10%

34.81%-11.7pp

32.73%-9.6pp

202.70%-179.6pp

Employer contribution / active EE

$3,518

$7,721-54.4%

$7,263-51.6%

$5,055-30.4%

Participant deferral / active EE

$11,080

$10,037+10.4%

$9,520+16.4%

$6,977+58.8%

Admin fee / account holder

$201

$25,716-99.2%

$25,146-99.2%

$19,030-98.9%

JARROD L. STOKES 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JARROD L. STOKES 401(K)

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