Plan Ledger DOL Form 5500 · updated monthly

Carolina Country Club Company401(k)

CAROLINA COUNTRY CLUB PROFIT SHARING AND SAVINGS PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Carolina Country Club Company reported $33,204 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. Employer contributions averaged $871 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 fell from 0.42% to 0.37%. 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 North Carolina (1,174th of 2,005), and 716th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.42 for every $1.00 the employer contributed; active participation has grown from 133 to 154 since 2022.

Plan summary
Net assets, end of year$9,062,520
Participants with balances191
Active participants154
Employer contributions$134,149
Employee contributions$458,183
Employer contribution per active participant$871
Average account balance$47,448
Benefits paid to participants$1,467,912
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 191 accts · $134K emplr
2023$8.7M · 188 accts · $136K emplr
2022$7.0M · 176 accts · $119K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,675
Investment management$3,529
Total administrative$33,204
The Carolina Country Club Company 401(k) match · 2024
Employer contribution per active participant$871
Median for plans this size$1,313
2024$871 per active participant
2023$900 per active participant
2022$898 per active participant

Carolina Country Club Company's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$3,529

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$33,204 · 0.37%
2023$30,527 · 0.39%
2022$31,402 · 0.42%
Same employer
Similar plansArts, Entertainment & Recreation · North Carolina
Dej Holdings, LLC NC$15.4M · 0.34%
McConnell Golf, LLC NC$13.9M · 0.80%
Myers Park Country Club NC$6.5M · 0.74%
Mint Museum of Art, Inc. NC$5.9M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560163800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.