Plan Ledger DOL Form 5500 · updated monthly

Bel-Air Country Club401(k)

BEL-AIR COUNTRY CLUB RETIREMENT SAVINGS PLAN · LOS ANGELES, CA · plan year 2023

Reported admin expense ratio · 2023
0.55%

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

Bel-Air Country Club reported $72,327 in plan administrative expenses for 2023: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,285 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 0.48% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 4,523rd-largest of 9,483 plans among California employers on file, and the 542nd of 1,311 in arts, entertainment & recreation. In 2023, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,190,956
Participants with balances119
Active participants99
Employer contributions$325,191
Employee contributions$551,028
Employer contribution per active participant$3,285
Average account balance$119,252
Benefits paid to participants$546,859
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 122 accts · $330K emplr
2023$14.2M · 119 accts · $325K emplr
2022$12.1M · 123 accts · $287K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$66,387
Investment management$5,940
Total administrative$72,327
The Bel-Air Country Club 401(k) match · 2023
Employer contribution per active participant$3,285
Median for plans this size$2,440
2024$3,147 per active participant
2023$3,285 per active participant
2022$2,898 per active participant

Bel-Air Country Club's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$66,387
MERCER INVESTMENTS LLC · Investment advisory (plan)$5,940
MERCER INVESTMENTS LLC · Consultingindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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 history3
2024$73,993 · 0.53%
2023$72,327 · 0.55%
2022$61,321 · 0.48%
Similar plansArts, Entertainment & Recreation · California
The Vintage Club CA$14.8M · 0.15%
3 Arts Entertainment, Inc. CA$14.0M · 0.01%
Full Swing Golf CA$14.0M · 0.25%
Eagle Mountain Casino CA$13.4M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950537630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.