Plan Ledger DOL Form 5500 · updated monthly

Clubcorp USA, Inc.401(k)

CLUBCORP INDIVIDUAL INVESTMENT PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

Clubcorp USA, Inc. reported $92,828 in plan administrative expenses for 2024: 0.12% 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 fell from 0.15% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 739th-largest of 5,688 plans among Texas employers on file, and the 121st of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$82,658,416
Participants with balances1,076
Active participants14,826
Employer contributions—
Employee contributions$3,678,440
Employer contribution per active participant—
Average account balance$76,820
Benefits paid to participants$8,983,695
Plan auditUnmodified (clean) audit opinion
AuditorFARMER, FUQUA & HUFF, PC
Plan history3
Yearassets · accounts · employer contribution
2024$82.7M · 1,076 accts
2023$76.6M · 1,082 accts
2022$70.1M · 1,124 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,162
Trustee / custodial$7,573
Total administrative$92,828
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
MILLIMAN, INC. · Recordkeeping · Loan processing$194,574
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)$7,573
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect 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
2024Milliman
2023Milliman

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

Administrative cost history3
2024$92,828 · 0.12%
2023$91,455 · 0.12%
2022$117,117 · 0.15%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Topgolf International, Inc. TX$126.3M · 0.10%
Dave & Buster's, Inc. TX$74.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752114856 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.