Retirement plan

SACRAMENTO COUNTY BAR 401K PROFIT SHARING PLAN & TRUST

Name: SACRAMENTO COUNTY BAR ASSOC. - SACRAMENTO COUNTY BAR 401K PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: SACRAMENTO COUNTY BAR ASSOC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SACRAMENTO COUNTY BAR 401K PROFIT SHARING PLAN & TRUST, SACRAMENTO COUNTY BAR ASSOC.

SACRAMENTO COUNTY BAR ASSOC.EIN 94-1359485Plan #001PY 2025

8950 CAL CENTER DRIVE, SUITE 346 - SACRAMENTO, CA 95826916-604-9862sacbar.orgLinkedIn1-10 employeescivic & social organization

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$100K

+38.4% from 2024

Total participants

+25.0% from 2024

Average account balance

$10,046

+10.7% from 2024

Annual return

16.03%

+1.99 pp from 2024

Benchmarks

See 17,085 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort17,085 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$100K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

333.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$134

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$445 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.330%

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

$10,046

$114,013-91.2%

$103,693-90.3%

$155,188-93.5%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

80.8%+19.2pp

Annual return

16.03%

49.31%-33.3pp

47.61%-31.6pp

148.84%-132.8pp

Employer contribution / active EE

$2,120

$3,131-32.3%

$2,920-27.4%

$4,248-50.1%

Participant deferral / active EE

$3,289

$4,970-33.8%

$4,579-28.2%

$6,531-49.6%

Admin fee / account holder

$134

$8,407-98.4%

$7,858-98.3%

$14,480-99.1%

SACRAMENTO COUNTY BAR 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SACRAMENTO COUNTY BAR 401K 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