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Department of Labor filing

ECONOMIC OPPORTUNITY AUTHORITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC.

403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. · For the plan year ended Feb 28, 2025

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Public filing 2024 · received Dec 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

32filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$610

Reported employer contributions per active participant.

Higher than about 11% of comparable plans
#People in the filing
63

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$9 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 82% of comparable plans
↗Investment performance
Not available

Plan assets changed 15.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202432out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions11th percentileTypical peer $1,604 · based on 92 comparable plans
Lower reported administrative expense82nd percentileTypical peer $61 · based on 92 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Feb 28, 2025, ECONOMIC OPPORTUNITY AUTHORITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. reported $38,407 in employer contributions across the plan and 63 active participants. That works out to $610 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy62%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 96.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 14.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context32/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$38,407
Participant contributions
$78,453
Other contributions
$59,657
Employer share of reported contributions
32.9%
Beginning assets
$1,441,094
Ending assets
$1,663,629
Ending net assets
$1,663,629
Ending liabilities
Not reported
Total income
$308,377
Total expenses
$85,842
Administrative expenses
$1,479
Participant loans
$11,769

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$310
2023
$277
2024
$610
Plan-paid administrative expenses per participant
2022
$7
2023
$5
2024
$9
Active participants
2022
142
2023
135
2024
63
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$610631.7M20251215170009NAL0001633169001
2023$2771351.4M20250501060007NAL0002041811001
2022$3101421.3M20250514093008NAL0018667953001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.7%
Independent accountant’s opinion
Disclaimer of opinion Code 3
Late participant contributions reported
Not stated in the filing
Public plan identifier
580952632-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1967
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G2S2T2J2K

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2022Not reportedunknown
AMERICAN FUNDS2022Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2022Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2022Not reportedunknown
DWS2022Not reportedunknown
FIDELITY INVESTMNETS2022Not reportedunknown
GOLDMAN SACHS2022Not reportedunknown
INVESCO2022Not reportedunknown
MEUBERGER BERMAN2022Not reportedunknown
MFS2022Not reportedunknown
MUTUAL OF AMERICA2022Not reportedunknown
PIMCO2022Not reportedunknown
T. ROWE PRICE2022Not reportedunknown
VANGUARD2022Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2022Not reportedunknown

Current plan terms

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Filing ACK_ID20251215170009NAL0001633169001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗