Plan Ledger DOL Form 5500 · updated monthly

Claremont Country Club401(k)

CLAREMONT COUNTRY CLUB RETIREMENT PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Claremont Country Club reported $34,371 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $740 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 0.43%. 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 California (5,896th of 9,483), and 744th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.43 for every $1.00 the employer contributed; active participation has shrunk from 182 to 162 since 2022.

Plan summary
Net assets, end of year$8,453,724
Participants with balances130
Active participants162
Employer contributions$119,953
Employee contributions$531,144
Employer contribution per active participant$740
Average account balance$65,029
Benefits paid to participants$724,454
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON & YAU ACCOUNTANCY CORP
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 130 accts · $120K emplr
2023$7.5M · 126 accts · $94K emplr
2022$6.1M · 124 accts · $91K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,114
Investment management$31,257
Total administrative$34,371
The Claremont Country Club 401(k) match · 2024
Employer contribution per active participant$740
Median for plans this size$1,313
2024$740 per active participant
2023$534 per active participant
2022$500 per active participant

Claremont Country Club'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
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$31,089
ADP, INC. · Loan processing · Recordkeeping$3,281

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, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, RESOURCES INVESTMENT ADVISORS, INC.

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Administrative cost history3
2024$34,371 · 0.43%
2023$28,157 · 0.41%
2022$28,395 · 0.42%
Similar plansArts, Entertainment & Recreation · California
Earthquakes Soccer LLC CA$8.9M · 0.07%
Round Hill Country Club CA$8.9M · 0.18%
Old Globe Theatre CA$8.8M · 0.78%
The Santaluz Club, Inc. CA$8.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940387260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.