Plan Ledger DOL Form 5500 · updated monthly

Colonial Country Club401(k)

COLONIAL COUNTRY CLUB 401(K) RETIREMENT PLAN · FORT WORTH, TX · plan year 2023

Reported admin expense ratio · 2023
0.06%

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

Colonial Country Club reported $4,318 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,300 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 1 year on file its reported administrative ratio rose from 0.01% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (3,281st of 5,688), and 738th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,624,951
Participants with balances84
Active participants155
Employer contributions$201,444
Employee contributions$425,874
Employer contribution per active participant$1,300
Average account balance$102,678
Benefits paid to participants$281,228
Plan auditUnmodified (clean) audit opinion
AuditorCONDON O'MEARA MCGINTY & DONNELL
Plan history2
Yearassets · accounts · employer contribution
2023$8.6M · 84 accts · $201K emplr
2022$7.0M · 106 accts · $169K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,313
Investment management$5
Total administrative$4,318
The Colonial Country Club 401(k) match · 2023
Employer contribution per active participant$1,300
Median for plans this size$1,308
2023$1,300 per active participant
2022$1,306 per active participant

Colonial Country Club's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,123

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

Administrative cost history2
2023$4,318 · 0.06%
2022$380 · 0.01%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Alley Theatre TX$9.2M · 0.01%
Iatse 127 TX$8.9M · 0.55%
Csi Aviation, Inc. TX$8.6M · 0.68%
Uslive Opco Inc TX$8.6M · 0.72%
Houston Grand Opera, Inc. TX$8.1M · 0.46%
Royal Oaks Country Club TX$7.7M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750201774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.