Retirement plan

OKALOOSA-WALTON JOBS AND EDUCA 401(K) PROFIT SHARING PLAN & TRUST

Name: OKALOOSA-WALTON JOBS AND EDUCA - OKALOOSA-WALTON JOBS AND EDUCA 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: OKALOOSA-WALTON JOBS AND EDUCA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OKALOOSA-WALTON JOBS AND EDUCA 401(K) PROFIT SHARING PLAN & TRUST, OKALOOSA-WALTON JOBS AND EDUCA

OKALOOSA-WALTON JOBS AND EDUCAEIN 59-3400826Plan #001PY 2025

109 8TH AVE - SHALIMAR, FL 325791424850-651-2315

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+32.5% from 2024

Total participants

-5.9% from 2024

Average account balance

$36,781

+45.4% from 2024

Annual return

17.63%

+3.50 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

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.

140.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$236K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+17.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3922

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 codes2E2F2G2J2T3D

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

$122K

$5527 / participant

Other / not subdivided$122K100.0%

% of EOY assets

10.664%

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

$36,781

$154,228-76.2%

$145,433-74.7%

$137,256-73.2%

Participation rate

95.5%

83.8%+11.7pp

82.1%+13.3pp

80.0%+15.5pp

Annual return

17.63%

74.59%-57.0pp

66.58%-48.9pp

220.34%-202.7pp

Employer contribution / active EE

$5,247

$4,804+9.2%

$4,554+15.2%

$4,156+26.3%

Participant deferral / active EE

$5,482

$8,216-33.3%

$7,897-30.6%

$6,407-14.4%

Admin fee / account holder

$3,922

$14,344-72.7%

$13,129-70.1%

$12,270-68.0%

OKALOOSA-WALTON JOBS AND EDUCA 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OKALOOSA-WALTON JOBS AND EDUCA 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