Plan Ledger DOL Form 5500 · updated monthly

Daniel Island Golf Club, LLC.401(k)

DANIEL ISLAND GOLF CLUB 401(K) PROFIT SHARING PLAN · CHARLESTON, SC · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Daniel Island Golf Club, LLC. reported $10,283 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,929 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 fell from 0.20% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in South Carolina (513th of 807), and 1,342nd of 2,096 in real estate & leasing. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has grown from 130 to 155 since 2022.

Plan summary
Net assets, end of year$6,965,637
Participants with balances145
Active participants155
Employer contributions$298,996
Employee contributions$519,476
Employer contribution per active participant$1,929
Average account balance$48,039
Benefits paid to participants$346,977
Plan auditUnmodified (clean) audit opinion
AuditorDCPAS, LLC DBA DAVIS & COMPANY CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 145 accts · $299K emplr
2023$5.6M · 133 accts · $287K emplr
2022$4.3M · 124 accts · $255K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,957
Investment management$6,101
Total administrative$10,283
The Daniel Island Golf Club, LLC. 401(k) match · 2024
Employer contribution per active participant$1,929
Median for plans this size$1,313
2024$1,929 per active participant
2023$1,992 per active participant
2022$1,963 per active participant

Daniel Island Golf Club, LLC.'s 2024 employer contribution ran above the $1,313 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 · 20241
ALERUS FINANCIAL · Recordkeeping · Participant communication$10,283

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$10,283 · 0.16%
2023$8,769 · 0.18%
2022$9,453 · 0.20%
Same employer
Similar plansReal Estate & Leasing · South Carolina
Pk Management LLC SC$16.9M · 0.62%
Grace Hill, LLC SC$12.6M · 0.06%
Sage Valley, LLC SC$3.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571092225 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.