Retirement plan

ST JOHNS COUNTY CHAMBER OF COMMERCE 401(K) RETIREMENT PLAN

Name: ST JOHNS COUNTY CHAMBER OF COMMERCE, INC. - ST JOHNS COUNTY CHAMBER OF COMMERCE 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: ST JOHNS COUNTY CHAMBER OF COMMERCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ST JOHNS COUNTY CHAMBER OF COMMERCE 401(K) RETIREMENT PLAN, ST JOHNS COUNTY CHAMBER OF COMMERCE, INC.

ST JOHNS COUNTY CHAMBER OF COMMERCE, INC.EIN 59-0432275Plan #001PY 2025

100 SOUTHPARK BLVD. SUITE 405 - ST AUGUSTINE, FL 32086904-829-5681

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$336K

+42.1% from 2024

Total participants

-13.3% from 2024

Average account balance

$28,008

+18.4% from 2024

Annual return

19.73%

+13.29 pp from 2024

Benchmarks

See 9,721 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,721 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$336K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

171.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+19.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$124

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$213 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.444%

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

$28,008

$108,882-74.3%

$96,754-71.1%

$154,746-81.9%

Participation rate

85.7%

75.1%+10.6pp

70.3%+15.4pp

80.7%+5.0pp

Annual return

19.73%

98.39%-78.7pp

82.04%-62.3pp

172.34%-152.6pp

Employer contribution / active EE

$3,455

$3,018+14.5%

$2,679+28.9%

$4,379-21.1%

Participant deferral / active EE

$4,275

$5,323-19.7%

$4,758-10.1%

$6,730-36.5%

Admin fee / account holder

$124

$10,200-98.8%

$8,905-98.6%

$14,365-99.1%

ST JOHNS COUNTY CHAMBER OF COMMERCE 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ST JOHNS COUNTY CHAMBER OF COMMERCE 401(K) RETIREMENT 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