Plan Ledger DOL Form 5500 · updated monthly

Northwood Club, Inc.401(k)

NORTHWOOD CLUB 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Northwood Club, Inc. reported $48,790 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $1,354 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 0.66% to 0.81%. 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 (3,737th of 5,688), and 852nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.65 for every $1.00 the employer contributed; active participation has grown from 113 to 143 since 2022.

Plan summary
Net assets, end of year$6,368,968
Participants with balances162
Active participants143
Employer contributions$193,564
Employee contributions$513,166
Employer contribution per active participant$1,354
Average account balance$39,315
Benefits paid to participants$547,382
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 162 accts · $194K emplr
2023$5.6M · 160 accts · $175K emplr
2022$4.5M · 136 accts · $155K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,683
Investment management$26,107
Total administrative$48,790
The Northwood Club, Inc. 401(k) match · 2024
Employer contribution per active participant$1,354
Median for plans this size$1,313
2024$1,354 per active participant
2023$1,485 per active participant
2022$1,374 per active participant

Northwood Club, Inc.'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 · 20244
BEACON POINTE ADVISORS LLC · Investment advisory (plan)$11,235
EMPOWER ADVISORY GROUP, LLC · Investment management$9,010
COMMERCE STREET INVESTMENT ADVISOR · Investment advisory (plan)$5,863

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$48,790 · 0.81%
2023$40,647 · 0.80%
2022$30,442 · 0.66%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Austin Country Club TX$7.1M · 0.60%
Kongregate, Inc. TX$6.3M · 0.04%
Lakeside Country Club TX$6.0M · 0.99%
Forever Orange, LLC TX$5.5M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750723170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.