Plan Ledger DOL Form 5500 · updated monthly

Full Swing Golf401(k)

FULL SWING GOLF 401(K) PROFIT SHARING PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Full Swing Golf reported $31,001 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $4,403 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 0.49% to 0.25%. 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 4,571st-largest of 9,483 plans among California employers on file, and the 546th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,015,626
Participants with balances197
Active participants176
Employer contributions$774,972
Employee contributions$1,562,844
Employer contribution per active participant$4,403
Average account balance$71,145
Benefits paid to participants$864,501
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 197 accts · $775K emplr
2023$10.6M · 193 accts · $734K emplr
2022$7.2M · 170 accts · $597K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,001
Total administrative$31,001
The Full Swing Golf 401(k) match · 2024
Employer contribution per active participant$4,403
Median for plans this size$2,416
2024$4,403 per active participant
2023$3,744 per active participant
2022$3,229 per active participant

Full Swing Golf's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
LPL FINANCIAL RPCP · Accounting / audit$16,511
WELLS FARGO ADVISORS · Accounting / audit$13,875
PREMIER PLAN CONSULTANTS · Contract administrator$3,225

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$31,001 · 0.25%
2023$21,507 · 0.24%
2022$34,937 · 0.49%
Same employer
Similar plansArts, Entertainment & Recreation · California
Bel-Air Country Club CA$14.2M · 0.55%
3 Arts Entertainment, Inc. CA$14.0M · 0.01%
Eagle Mountain Casino CA$13.4M · 0.57%
Outlook Amusements, Inc. CA$12.9M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330196815 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.