Plan Ledger DOL Form 5500 · updated monthly

Annandale Golf Club401(k)

ANNANDALE GOLF CLUB 401(K) PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.71%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Annandale Golf Club reported $43,123 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $1,205 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.65% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (6,499th of 9,483), and 842nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,470,792
Participants with balances155
Active participants128
Employer contributions$154,179
Employee contributions$416,892
Employer contribution per active participant$1,205
Average account balance$41,747
Benefits paid to participants$370,868
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 155 accts · $154K emplr
2023$5.6M · 144 accts · $143K emplr
2022$4.7M · 134 accts · $121K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,123
Total administrative$43,123
The Annandale Golf Club 401(k) match · 2024
Employer contribution per active participant$1,205
Median for plans this size$1,313
2024$1,205 per active participant
2023$1,108 per active participant
2022$899 per active participant

Annandale Golf Club's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK USA · Recordkeeping · Investment management$3,750
WILSHIRE ASSOCIATES INC(USA) · Investment advisory (participants)$3,016

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$43,123 · 0.71%
2023$35,344 · 0.69%
2022$33,356 · 0.65%
Similar plansArts, Entertainment & Recreation · California
Sherwood Country Club CA$6.5M · 0.02%
Weights and Biases, Inc. CA$6.5M · 1.01%
Skybound, LLC CA$6.4M · 0.66%
Steno Agency, Inc. CA$6.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950499290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.