Retirement plan

HUMANE SOCIETY OF CARROLL COUNTY, INC. P/S 401(K) PLAN

Name: HUMANE SOCIETY OF CARROLL COUNTY, INC. - HUMANE SOCIETY OF CARROLL COUNTY, INC. P/S 401(K) PLAN (2025) Form 5500
Creator: HUMANE SOCIETY OF CARROLL COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUMANE SOCIETY OF CARROLL COUNTY, INC. P/S 401(K) PLAN, HUMANE SOCIETY OF CARROLL COUNTY, INC.

HUMANE SOCIETY OF CARROLL COUNTY, INC.EIN 52-0689149Plan #001PY 2025

2517 LITTLESTOWN PIKE - WESTMINSTER, MD 21158410-875-5379LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$779K

+23.8% from 2024

Total participants

+16.7% from 2024

Average account balance

$37,109

+6.1% from 2024

Annual return

10.38%

+2.95 pp from 2024

Benchmarks

See 2,661 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort2,661 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$779K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$712

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 codes2E2F2G2J

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.

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

$15K

$712 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.919%

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

$37,109

$177,156-79.1%

$147,027-74.8%

$154,746-76.0%

Participation rate

100.0%

79.4%+20.6pp

73.7%+26.3pp

80.7%+19.3pp

Annual return

10.38%

21.94%-11.6pp

20.23%-9.9pp

172.34%-162.0pp

Employer contribution / active EE

$3,015

$4,336-30.5%

$3,626-16.9%

$4,379-31.2%

Participant deferral / active EE

$1,677

$5,797-71.1%

$4,933-66.0%

$6,730-75.1%

Admin fee / account holder

$712

$14,904-95.2%

$12,223-94.2%

$14,365-95.0%

HUMANE SOCIETY OF CARROLL COUNTY, INC. P/S 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUMANE SOCIETY OF CARROLL COUNTY, INC. P/S 401(K) 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