Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY FOUNDATION OF GREENVILLE

Name: COMMUNITY FOUNDATION OF GREENVILLE - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY FOUNDATION OF GREENVILLE (2025) Form 5500
Creator: COMMUNITY FOUNDATION OF GREENVILLE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY FOUNDATION OF GREENVILLE, COMMUNITY FOUNDATION OF GREENVILLE

COMMUNITY FOUNDATION OF GREENVILLEEIN 57-6019318Plan #002PY 2025

10 SOUTH ACADEMY STREET, SUITE 3 - GREENVILLE, SC 296012963864-233-5925cfgreenville.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.9M

+20.3% from 2024

Total participants

+22.2% from 2024

Average account balance

$175,977

-1.6% from 2024

Annual return

12.19%

-3.91 pp from 2024

Benchmarks

See 54,432 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort54,432 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.94M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

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

+12.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$75

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 codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$824

$92 / participant

Other / not subdivided$824100.0%

% of EOY assets

0.043%

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

$175,977

$72,071+144.2%

$68,368+157.4%

$137,256+28.2%

Participation rate

100.0%

76.2%+23.8pp

73.8%+26.2pp

80.0%+20.0pp

Annual return

12.19%

353.14%-341.0pp

292.57%-280.4pp

220.34%-208.1pp

Employer contribution / active EE

$11,124

$2,788+299.0%

$2,649+319.9%

$4,156+167.7%

Participant deferral / active EE

$3,503

$4,410-20.6%

$4,123-15.0%

$6,407-45.3%

Admin fee / account holder

$75

$5,336-98.6%

$5,150-98.5%

$12,270-99.4%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY FOUNDATION OF GREENVILLE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY FOUNDATION OF GREENVILLE

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