Plan Ledger DOL Form 5500 · updated monthly

Lakeside Country Club401(k)

LAKESIDE COUNTRY CLUB 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.99%

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

Lakeside Country Club reported $56,707 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,626 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 3 years on file its reported administrative ratio has held roughly steady near 0.99%. 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 Texas (3,807th of 5,688), and 869th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.60 for every $1.00 the employer contributed; active participation has grown from 171 to 195 since 2022.

Plan summary
Net assets, end of year$6,030,253
Participants with balances244
Active participants195
Employer contributions$317,117
Employee contributions$824,884
Employer contribution per active participant$1,626
Average account balance$24,714
Benefits paid to participants$1,052,386
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM SMITH + BROWN PC
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 244 accts · $317K emplr
2023$5.4M · 231 accts · $300K emplr
2022$4.3M · 213 accts · $248K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,707
Total administrative$56,707
The Lakeside Country Club 401(k) match · 2024
Employer contribution per active participant$1,626
Median for plans this size$1,313
2024$1,626 per active participant
2023$1,683 per active participant
2022$1,450 per active participant

Lakeside Country Club'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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$38,425
ASSUREDPARTNERS INVESTMENT ADVISORS · Investment advisory (plan)$18,279

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$56,707 · 0.99%
2023$48,264 · 0.99%
2022$41,306 · 1.04%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Northwood Club, Inc. TX$6.4M · 0.81%
Kongregate, Inc. TX$6.3M · 0.04%
Forever Orange, LLC TX$5.5M · 0.31%
Texas State Aquarium TX$4.8M · 0.48%
USA Cinema Services LLC TX$4.7M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741170526 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.