Plan Ledger DOL Form 5500 · updated monthly

Hillcrest Country Club401(k)

HILLCREST COUNTRY CLUB 401(K) · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Hillcrest Country Club reported $73,747 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,356 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 0.51% to 0.54%. 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 4,373rd-largest of 9,483 plans among California employers on file, and the 517th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.38 for every $1.00 the employer contributed; active participation has grown from 173 to 191 since 2022.

Plan summary
Net assets, end of year$15,134,667
Participants with balances231
Active participants191
Employer contributions$641,053
Employee contributions$887,733
Employer contribution per active participant$3,356
Average account balance$65,518
Benefits paid to participants$323,573
Plan auditDisclaimer of opinion
AuditorEGAN CPA'S LP
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 231 accts · $641K emplr
2023$12.3M · 231 accts · $532K emplr
2022$10.2M · 215 accts · $448K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,747
Total administrative$73,747
The Hillcrest Country Club 401(k) match · 2024
Employer contribution per active participant$3,356
Median for plans this size$2,416
2024$3,356 per active participant
2023$2,924 per active participant
2022$2,587 per active participant

Hillcrest Country Club's 2024 employer contribution ran above the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$73,746
RESOURCES INVESTMENT ADVISORS · Investment advisory (plan)indirect comp

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$73,747 · 0.54%
2023$59,186 · 0.53%
2022$55,138 · 0.51%
Same employer
Similar plansArts, Entertainment & Recreation · California
Los Angeles Opera Company CA$16.1M · 0.54%
Fusefx Corp. CA$15.5M · 0.57%
The Vintage Club CA$14.8M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950831590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.