Plan Ledger DOL Form 5500 · updated monthly

Bald Head Island Club401(k)

BALD HEAD ISLAND CLUB 401(K) PROFIT SHARING PLAN TRUST · BALD HEAD ISLAND, NC · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

Bald Head Island Club reported $1,529 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $677 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in North Carolina (1,846th of 2,005), and 1,197th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,353,649
Participants with balances41
Active participants145
Employer contributions$98,236
Employee contributions$236,573
Employer contribution per active participant$677
Average account balance$33,016
Benefits paid to participants$63,712
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,529
Total administrative$1,529
The Bald Head Island Club 401(k) match · 2022
Employer contribution per active participant$677
Median for plans this size$1,114

Bald Head Island Club's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,529 · 0.11%
Similar plansArts, Entertainment & Recreation · North Carolina
World Racing Group, Inc. NC$2.5M · 0.88%
Greensboro Science Center NC$2.1M · 0.75%
Otgp Management, LLC NC$638K · 0.37%
Ajt Holding LLC NC$605K · 4.55%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 561579644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.