Plan Ledger DOL Form 5500 · updated monthly

Fiddlers Elbow Golf & Country Club, Inc.401(k)

FIDDLERS ELBOW COUNTRY CLUB 401K PLAN · BEDMINSTER, NJ · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Fiddlers Elbow Golf & Country Club, Inc. reported $4,784 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $634 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 0.05% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in New Jersey (1,768th of 2,419), and 834th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,599,977
Participants with balances122
Active participants241
Employer contributions$152,839
Employee contributions$459,727
Employer contribution per active participant$634
Average account balance$54,098
Benefits paid to participants$264,407
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 122 accts · $153K emplr
2023$5.5M · 113 accts · $141K emplr
2022$4.4M · 109 accts · $116K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,050
Investment management$2,634
Total administrative$4,784
The Fiddlers Elbow Golf & Country Club, Inc. 401(k) match · 2024
Employer contribution per active participant$634
Median for plans this size$1,313
2024$634 per active participant
2023$617 per active participant
2022$501 per active participant

Fiddlers Elbow Golf & Country Club, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$4,726
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$58

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$4,784 · 0.08%
2023$3,544 · 0.07%
2022$2,425 · 0.05%
Similar plansArts, Entertainment & Recreation · New Jersey
High 5 Games, LLC NJ$13.6M · 0.30%
Baltusrol Golf Club NJ$11.6M · 0.41%
Endless Horizons Inc NJ$8.9M · 0.83%
Evolution US, LLC NJ$5.6M · 6.87%
Hillside (New Jersey) LLC NJ$5.1M · 1.08%
Canoe Brook Country Club NJ$4.8M · 0.50%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 221768363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.