Plan Ledger DOL Form 5500 · updated monthly

Bent Tree Country Club Inc.401(k)

BENT TREE COUNTRY CLUB, INC 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

Bent Tree Country Club Inc. reported $10,969 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. 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 $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 Texas (4,574th of 5,688), and 1,061st of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$3,055,624
Participants with balances134
Active participants121
Employer contributions—
Employee contributions$239,005
Employer contribution per active participant—
Average account balance$22,803
Benefits paid to participants$671,840
Plan auditUnmodified (clean) audit opinion
AuditorSALMON SIMS THOMAS & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 134 accts
2023$3.0M · 109 accts
2022$2.7M · 124 accts · $16K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,334
Investment management$7,635
Total administrative$10,969
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
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$7,635
ADP, INC. · Loan processing · Recordkeeping$3,333
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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

Administrative cost history3
2024$10,969 · 0.36%
2023$7,660 · 0.27%
2022$7,533 · 0.24%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
F45 Training Incorporated TX$3.6M · 0.08%
Dallas Athletic Club TX$2.9M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751386704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.