Plan Ledger DOL Form 5500 · updated monthly

Dallas Country Club401(k)

DALLAS COUNTRY CLUB 401(K) PROFIT SHARING PLAN & T · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Dallas Country Club reported $5,024 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,150 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 0.01% to 0.04%. 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 the 2,475th-largest of 5,688 plans among Texas employers on file, and the 528th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 326 to 379 since 2022.

Plan summary
Net assets, end of year$14,594,216
Participants with balances431
Active participants379
Employer contributions$436,027
Employee contributions$829,249
Employer contribution per active participant$1,150
Average account balance$33,861
Benefits paid to participants$375,382
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 431 accts · $436K emplr
2023$12.0M · 398 accts · $355K emplr
2022$10.6M · 386 accts · $329K emplr
Administrative expenses, itemized · 2024
Trustee / custodial$5,024
Total administrative$5,024
The Dallas Country Club 401(k) match · 2024
Employer contribution per active participant$1,150
Median for plans this size$2,416
2024$1,150 per active participant
2023$1,024 per active participant
2022$1,008 per active participant

Dallas Country Club's 2024 employer contribution ran below the $2,416 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 · 20241
BOKF, NA · Custodial (securities) · Trustee$5,024

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$5,024 · 0.04%
2023$3,666 · 0.03%
2022$1,425 · 0.01%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Menil Foundation, Inc. TX$15.5M · 0.01%
Brook Hollow Golf Club TX$14.2M · 0.00%
Fc Dallas Soccer, LLC TX$14.1M · 0.66%
Myfitnesspal, Inc TX$13.9M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750223570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.