Retirement plan

CITY OF TOMBALL CHAMBER OF 401(K) PROFIT SHARING PLAN & TRUST

Name: CITY OF TOMBALL CHAMBER OF - CITY OF TOMBALL CHAMBER OF 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: CITY OF TOMBALL CHAMBER OF
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CITY OF TOMBALL CHAMBER OF 401(K) PROFIT SHARING PLAN & TRUST, CITY OF TOMBALL CHAMBER OF

CITY OF TOMBALL CHAMBER OFEIN 74-1495125Plan #001PY 2025

29201 QUINN RD UNIT B - TOMBALL, TX 773754425281-351-7222

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$92K

+30.5% from 2024

Total participants

+14.3% from 2024

Average account balance

$45,870

+30.5% from 2024

Annual return

16.38%

+5.57 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$92K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

25.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+16.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$287

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 codes2E2F3D2T2G2J

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$574

$72 / participant

Other / not subdivided$574100.0%

% of EOY assets

0.626%

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

$45,870

$70,366-34.8%

$66,674-31.2%

$138,895-67.0%

Participation rate

25.0%

76.2%-51.2pp

73.7%-48.7pp

79.9%-54.9pp

Annual return

16.38%

386.41%-370.0pp

321.24%-304.9pp

145.39%-129.0pp

Employer contribution / active EE

$2,765-100.0%

$2,620-100.0%

$4,194-100.0%

Participant deferral / active EE

$1,239

$4,374-71.7%

$4,084-69.7%

$6,396-80.6%

Admin fee / account holder

$287

$5,262-94.5%

$5,098-94.4%

$12,562-97.7%

CITY OF TOMBALL CHAMBER OF 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CITY OF TOMBALL CHAMBER OF 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