Plan Ledger DOL Form 5500 · updated monthly

Country Club of Birmingham401(k)

BIRMINGHAM COUNTRY CLUB 401(K) PLAN · BIRMINGHAM, AL · plan year 2022

Reported admin expense ratio · 2022
0.82%

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

Country Club of Birmingham reported $49,289 in plan administrative expenses for 2022: 0.82% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,094 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Alabama (599th of 902), and 894th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,617,695
Participants with balances78
Active participants144
Employer contributions$157,559
Employee contributions$315,244
Employer contribution per active participant$1,094
Average account balance$72,022
Benefits paid to participants$160,762
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$49,289
Total administrative$49,289
The Country Club of Birmingham 401(k) match · 2022
Employer contribution per active participant$1,094
Median for plans this size$1,114

Country Club of Birmingham's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$49,289 · 0.82%
Same employer
Similar plansArts, Entertainment & Recreation · Alabama
Pci Gaming Authority AL$184.2M · 0.39%
Sunbelt Golf Corporation AL$11.1M · 0.04%
McWane Science Center AL$2.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630049960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.