Plan Ledger DOL Form 5500 · updated monthly

Oakmont Country Club401(k)

OAKMONT COUNTRY CLUB 401(K) PLAN · OAKMONT, PA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Oakmont Country Club reported $6,455 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,934 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 0.60% to 0.12%. 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 Pennsylvania (2,781st of 3,651), and 885th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.39 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$5,753,543
Participants with balances216
Active participants134
Employer contributions$393,148
Employee contributions$282,039
Employer contribution per active participant$2,934
Average account balance$26,637
Benefits paid to participants$987,575
Plan auditUnmodified (clean) audit opinion
AuditorMCCLURE & WOLF, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 216 accts · $393K emplr
2023$5.4M · 221 accts · $360K emplr
2022$4.4M · 206 accts · $325K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,891
Investment management$2,564
Total administrative$6,455
The Oakmont Country Club 401(k) match · 2024
Employer contribution per active participant$2,934
Median for plans this size$1,313
2024$2,934 per active participant
2023$2,667 per active participant
2022$2,374 per active participant

Oakmont 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
EMPOWER ADVISORY GROUP · Investment management$2,041
M2B RETIREMENT CONSULTING LLC · Contract administrator$850

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$6,455 · 0.12%
2023$27,015 · 0.55%
2022$28,264 · 0.60%
Similar plansArts, Entertainment & Recreation · Pennsylvania
Philadelphia Cricket Club PA$7.2M · 0.55%
H.H. Knoebel Sons, Inc. PA$7.0M · 0.97%
St. Clair Country Club PA$4.5M · 0.42%
Aronimink Golf Club PA$4.2M · 0.54%
Please Touch Museum PA$3.2M · 0.10%
Shawnee Holding, Inc. PA$1.7M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250699130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.