Plan Ledger DOL Form 5500 · updated monthly

Columbia Country Club401(k)

COLUMBIA COUNTRY CLUB 401(K) PROFIT SHARING PLAN · CHEVY CHASE, MD · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Columbia Country Club reported $62,804 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,125 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 0.49% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Maryland (886th of 1,671), and the 601st of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves; active participation has grown from 183 to 214 since 2022.

Plan summary
Net assets, end of year$12,214,461
Participants with balances200
Active participants214
Employer contributions$454,643
Employee contributions$390,465
Employer contribution per active participant$2,125
Average account balance$61,072
Benefits paid to participants$1,062,845
Plan auditUnmodified (clean) audit opinion
AuditorCONDON O'MEARA MCGINTY & DONNELLY
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 200 accts · $455K emplr
2023$11.0M · 195 accts · $418K emplr
2022$10.2M · 183 accts · $398K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,804
Total administrative$62,804
The Columbia Country Club 401(k) match · 2024
Employer contribution per active participant$2,125
Median for plans this size$2,416
2024$2,125 per active participant
2023$2,067 per active participant
2022$2,172 per active participant

Columbia Country Club's 2024 employer contribution ran below the $2,416 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$55,909
ORENDA RETIREMENT LLC · Contract administrator · Other services$6,897
UBS FINANCIAL SERVICES, INC · 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.

Administrative cost history3
2024$62,804 · 0.54%
2023$56,811 · 0.54%
2022$54,771 · 0.49%
Same employer
Similar plansArts, Entertainment & Recreation · Maryland
Chevy Chase Club, Inc. MD$30.1M · 0.03%
National Aquarium, Inc MD$26.7M · 0.19%
Glenstone Foundation MD$10.2M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520278100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.