Retirement plan

THE COUNTY SHERIFFS OF COLORADO 403B PLAN

Name: THE COUNTY SHERIFFS OF COLORADO - THE COUNTY SHERIFFS OF COLORADO 403B PLAN (2023) Form 5500
Creator: THE COUNTY SHERIFFS OF COLORADO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COUNTY SHERIFFS OF COLORADO 403B PLAN, THE COUNTY SHERIFFS OF COLORADO

THE COUNTY SHERIFFS OF COLORADOEIN 84-0728686Plan #001PY 2023

6001 RON KING TRAIL, UNIT C - LITTLETON, CO 801259915720-344-2762csoc.orgLinkedIn1-10 employeeslaw enforcement

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$263K

+65.6% from 2022

Total participants

0.0% from 2022

Average account balance

$26,302

+65.6% from 2022

Annual return

17.12%

+37.81 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$815K

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$90K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+175.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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 codes2F2G2L3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

$180

$26 / participant

Other / not subdivided$180100.0%

% of EOY assets

0.068%

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

$26,302

$96,691-72.8%

$86,656-69.6%

$139,487-81.1%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

17.12%

106.87%-89.7pp

593.09%-576.0pp

373.84%-356.7pp

Employer contribution / active EE

$5,450

$3,267+66.8%

$3,025+80.2%

$4,755+14.6%

Participant deferral / active EE

$5,544

$4,838+14.6%

$4,439+24.9%

$6,713-17.4%

Admin fee / account holder

$18

$6,414-99.7%

$5,619-99.7%

$11,407-99.8%

THE COUNTY SHERIFFS OF COLORADO 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COUNTY SHERIFFS OF COLORADO 403B 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