Plan Ledger DOL Form 5500 · updated monthly

Army Navy Country Club401(k)

ARMY NAVY COUNTRY CLUB 401(K) PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Army Navy Country Club reported $71,350 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,733 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 0.24% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 953rd-largest of 2,266 plans among Virginia employers on file, and the 412th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.20 for every $1.00 the employer contributed; active participation has grown from 301 to 376 since 2022.

Plan summary
Net assets, end of year$21,232,622
Participants with balances281
Active participants376
Employer contributions$651,530
Employee contributions$783,883
Employer contribution per active participant$1,733
Average account balance$75,561
Benefits paid to participants$633,706
Plan auditUnmodified (clean) audit opinion
AuditorPBMARES
Plan history3
Yearassets · accounts · employer contribution
2024$21.2M · 281 accts · $652K emplr
2023$18.0M · 307 accts · $744K emplr
2022$15.1M · 289 accts · $661K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,398
Investment management$35,952
Total administrative$71,350
The Army Navy Country Club 401(k) match · 2024
Employer contribution per active participant$1,733
Median for plans this size$2,416
2024$1,733 per active participant
2023$2,465 per active participant
2022$2,197 per active participant

Army Navy Country Club's 2024 employer contribution ran below the $2,416 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 · 20243
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$30,000
EMPOWER ADVISORY GROUP, LLC · Investment management$5,952

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

Administrative cost history3
2024$71,350 · 0.36%
2023$55,166 · 0.33%
2022$41,186 · 0.24%
Same employer
Similar plansArts, Entertainment & Recreation · Virginia
Red Light Management, LLC VA$35.1M · 0.20%
Farmington Country Club VA$15.1M · 0.41%
US Fitness Holdings, LLC VA$8.9M · 3.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540126270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.