Plan Ledger DOL Form 5500 · updated monthly

Baltusrol Golf Club401(k)

BALTUSROL GOLF CLUB 401(K) PLAN · SPRINGFIELD, NJ · plan year 2025

Reported admin expense ratio · 2025
0.41%

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

Baltusrol Golf Club reported $44,156 in plan administrative expenses for 2025: 0.41% of average plan assets, above the peer median. Employer contributions averaged $3,374 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 1 year on file its reported administrative ratio rose from 0.35% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in New Jersey (1,427th of 2,419), and the 621st of 1,311 in arts, entertainment & recreation. In 2025, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,633,602
Participants with balances154
Active participants86
Employer contributions$290,134
Employee contributions$495,864
Employer contribution per active participant$3,374
Average account balance$75,543
Benefits paid to participants$369,086
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history2
Yearassets · accounts · employer contribution
2025$11.6M · 154 accts · $290K emplr
2024$9.8M · 182 accts · $304K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$36,500
Investment management$2,436
Total administrative$44,156
The Baltusrol Golf Club 401(k) match · 2025
Employer contribution per active participant$3,374
Median for plans this size$2,666
2025$3,374 per active participant
2024$3,415 per active participant

Baltusrol Golf Club's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$36,500
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$7,656
MMA SECURITIES LLC · Investment advisory (plan)indirect comp

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

Administrative cost history2
2025$44,156 · 0.41%
2024$31,211 · 0.35%
Similar plansArts, Entertainment & Recreation · New Jersey
I.A.T.S.E. Local 21 NJ$17.9M · 0.73%
McCarter Theatre Company NJ$17.7M · 0.10%
High 5 Games, LLC NJ$13.6M · 0.30%
Endless Horizons Inc NJ$8.9M · 0.83%
Evolution US, LLC NJ$5.6M · 6.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 220752220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.