Plan Ledger DOL Form 5500 · updated monthly

Bluestar Resort & Golf LLC401(k)

BLUESTAR RESORT & GOLF 401(K) RETIREMENT PLAN · WALNUT, CA · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Bluestar Resort & Golf LLC reported $68,745 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $203 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 3 years on file its reported administrative ratio has held roughly steady near 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (5,033rd of 9,483), and the 916th of 2,534 in administrative & support services. In 2024, employees put in $4.46 for every $1.00 the employer contributed; active participation has shrunk from 1,509 to 1,308 since 2022.

Plan summary
Net assets, end of year$11,722,699
Participants with balances328
Active participants1,308
Employer contributions$265,033
Employee contributions$1,182,160
Employer contribution per active participant$203
Average account balance$35,740
Benefits paid to participants$943,255
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 328 accts · $265K emplr
2023$9.8M · 307 accts · $223K emplr
2022$8.3M · 288 accts · $183K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,887
Investment management$5,735
Audit (IQPA)$15,123
Total administrative$68,745
The Bluestar Resort & Golf LLC 401(k) match · 2024
Employer contribution per active participant$203
Median for plans this size$2,416
2024$203 per active participant
2023$186 per active participant
2022$122 per active participant

Bluestar Resort & Golf LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$47,887
HEDMAN PARTNERS LLP · Accounting / audit$15,123
MERCER (US) INC MERCER INVESTMENTS · Investment advisory (plan)$5,735

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$68,745 · 0.64%
2023$84,868 · 0.94%
2022$56,229 · 0.65%
Same employer
Similar plansAdministrative & Support Services · California
Pacific Coast Termite, Inc. CA$12.2M · 0.38%
Surefox North America Corp. CA$11.8M · 0.41%
Servicon Systems, Inc. CA$11.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203663263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.