Plan Ledger DOL Form 5500 · updated monthly

Los Altos Golf & Country Club401(k)

LOS ALTOS GOLF & COUNTRY CLUB 401(K) PLAN · LOS ALTOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Los Altos Golf & Country Club reported $38,126 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $3,189 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 0.405%. 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 California (5,461st of 9,483), and 680th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.37 for every $1.00 the employer contributed; active participation has grown from 82 to 93 since 2022.

Plan summary
Net assets, end of year$9,959,944
Participants with balances96
Active participants93
Employer contributions$296,558
Employee contributions$406,773
Employer contribution per active participant$3,189
Average account balance$103,749
Benefits paid to participants$830,498
Plan auditUnmodified (clean) audit opinion
AuditorPETRINOVICH PUGH & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 96 accts · $297K emplr
2023$8.9M · 93 accts · $253K emplr
2022$7.6M · 83 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,109
Investment management$6,272
Total administrative$38,126
The Los Altos Golf & Country Club 401(k) match · 2024
Employer contribution per active participant$3,189
Median for plans this size$1,313
2024$3,189 per active participant
2023$2,781 per active participant
2022$2,688 per active participant

Los Altos Golf & Country Club's 2024 employer contribution ran above the $1,313 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 · 20243
VITA PLANNING GROUP LLC · Investment advisory (plan)$13,746
EMPOWER ADVISORY GROUP, LLC · Investment management$6,272

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$38,126 · 0.40%
2023$34,673 · 0.42%
2022$32,183 · 0.40%
Similar plansArts, Entertainment & Recreation · California
Riviera Golf & Tennis, Inc CA$10.8M · 0.56%
The Flea Market, Inc. CA$10.6M · 0.50%
Colusa Bingo & Casino CA$10.2M · 0.57%
Tolowa Dee-Ni' Nation CA$10.2M · 0.13%
Brentwood Country Club CA$9.9M · 0.03%
Uss Midway Museum CA$9.7M · 0.55%
Newport Diversified, Inc. CA$9.6M · 0.20%
Seiu Local 521 CA$9.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940639250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.