Retirement plan

COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND PROFIT SHARING PLAN

Name: COUNCIL OF CHIEF STATE SCHOOL OFFICERS - COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND PROFIT SHARING PLAN (2025) Form 5500
Creator: COUNCIL OF CHIEF STATE SCHOOL OFFICERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND PROFIT SHARING PLAN, COUNCIL OF CHIEF STATE SCHOOL OFFICERS

COUNCIL OF CHIEF STATE SCHOOL OFFICERSEIN 53-0198090Plan #002PY 2025

1 MASSACHUSETTS AVE NW #800 - WASHINGTON, DC 200011401202-336-7037

Prospect flagsHigh feesCorrective distributions

Top hat statement on fileNQDC

Filed January 18, 2024

Plan administrator

Plan administrator name— Sign in and upgrade to view

1 MASSACHUSETTS AVE NW, SUITE 800

WASHINGTON, DC 20001

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Plans declared (2)

Council of Chief State School Officers 457(b) Plan1 emp
Council of Chief State School Officers 457(f) Plan1 emp

Total covered: 2 employees

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Total assets (EOY)

$24M

+23.7% from 2023

Total participants

134

No prior year

Average account balance

$178,947

No prior year

Annual return

12.09%

-2.64 pp from 2023

Benchmarks

See 1,662 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort1,662 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.98M

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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.

134

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

$1.39M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+12.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$333

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
GLOBAL RETIREMENT PARTNERS LLC9 years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903	Advisory (Plan)	$44,680
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3B

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$45K

$709 / participant

Investment mgmt$45K100.0%

% of EOY assets

0.186%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS LLP
Auditor EIN: 440160260
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$178,947

$69,590+157.1%

$136,867+30.7%

$94,015+90.3%

Participation rate

100.0%

66.3%+33.7pp

74.5%+25.5pp

70.8%+29.2pp

Annual return

12.09%

19.62%-7.5pp

42.97%-30.9pp

17.84%-5.8pp

Employer contribution / active EE

$12,850

$2,396+436.2%

$3,547+262.3%

$2,790+360.6%

Participant deferral / active EE

$9,290

$3,437+170.3%

$4,924+88.7%

$4,249+118.6%

Admin fee / account holder

$333

$8,912-96.3%

$10,340-96.8%

$8,951-96.3%

Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC9 years

Service code 27

4340 REDWOOD HWY · SAN RAFAEL, CA 94903

Advisory (Plan)

$44,680

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

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