Retirement plan

HOLIDAY CAMPLANDS ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST

Name: HOLIDAY CAMPLANDS ASSOCIATION - HOLIDAY CAMPLANDS ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: HOLIDAY CAMPLANDS ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLIDAY CAMPLANDS ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST, HOLIDAY CAMPLANDS ASSOCIATION

HOLIDAY CAMPLANDS ASSOCIATIONEIN 34-1199490Plan #001PY 2025

PO BOX 640, 4273 NORTH PYMATUNING LAKE RD - ANDOVER, OH 440030640440-293-7116holidaycamplands.comLinkedIn1-10 employeesrecreational facilities and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+17.8% from 2024

Total participants

-3.2% from 2024

Average account balance

$40,500

+17.8% from 2024

Annual return

15.06%

+0.20 pp from 2024

Benchmarks

See 12,498 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort12,498 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

122.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1606

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 codes2E2F2J2T3D2G

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

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

$43K

$1972 / participant

Other / not subdivided$43K100.0%

% of EOY assets

3.966%

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

$40,500

$67,823-40.3%

$52,425-22.7%

$137,256-70.5%

Participation rate

86.4%

63.9%+22.5pp

55.6%+30.7pp

80.0%+6.4pp

Annual return

15.06%

219.11%-204.1pp

302.12%-287.1pp

220.34%-205.3pp

Employer contribution / active EE

$1,819

$1,163+56.4%

$914+99.0%

$4,156-56.2%

Participant deferral / active EE

$1,212

$2,288-47.0%

$1,790-32.3%

$6,407-81.1%

Admin fee / account holder

$1,606

$2,844-43.5%

$2,495-35.6%

$12,270-86.9%

HOLIDAY CAMPLANDS ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOLIDAY CAMPLANDS ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST

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