Plan Ledger DOL Form 5500 · updated monthly

Cmbk Resort Operations, LLC401(k)

CAMELBACK RESORT 401(K) PLAN · TANNERSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Cmbk Resort Operations, LLC reported $21,971 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $235 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 rose from 0.26% to 0.32%. 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 Pennsylvania (2,571st of 3,651), and 788th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,602,702
Participants with balances390
Active participants904
Employer contributions$212,024
Employee contributions$984,619
Employer contribution per active participant$235
Average account balance$19,494
Benefits paid to participants$690,350
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 390 accts · $212K emplr
2023$6.3M · 372 accts · $166K emplr
2022$5.3M · 254 accts · $140K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,273
Investment management$16,698
Total administrative$21,971
The Cmbk Resort Operations, LLC 401(k) match · 2024
Employer contribution per active participant$235
Median for plans this size$1,313
2024$235 per active participant
2023$207 per active participant
2022$156 per active participant

Cmbk Resort Operations, LLC's 2024 employer contribution ran below the $1,313 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
JOHN HANCOCK RETIREMENT PLAN SRVCS · Recordkeeping · Loan processing$5,273
BURNHAM GIBSON WEALTH ADVISORS LLC · Investment advisory (plan)$16,698
UNITED PLANNERS FINANCIAL SERVICES · Investment advisory (plan)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
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$21,971 · 0.32%
2023$20,397 · 0.35%
2022$14,167 · 0.26%
Similar plansArts, Entertainment & Recreation · Pennsylvania
Rolling Rock Club PA$8.1M · 0.48%
Philadelphia Country Club PA$7.9M · 0.51%
Philadelphia Cricket Club PA$7.2M · 0.55%
H.H. Knoebel Sons, Inc. PA$7.0M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834414506 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.