Plan Ledger DOL Form 5500 · updated monthly

Paradise Valley Country Club, Inc.401(k)

PARADISE VALLEY COUNTRY CLUB 401(K) PLAN · PARADISE VALLEY, AZ · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Paradise Valley Country Club, Inc. reported $15,767 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $997 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 0.19% to 0.15%. 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 547th-largest of 1,285 plans among Arizona employers on file, and the 642nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has grown from 178 to 313 since 2022.

Plan summary
Net assets, end of year$11,221,797
Participants with balances112
Active participants313
Employer contributions$312,046
Employee contributions$573,158
Employer contribution per active participant$997
Average account balance$100,195
Benefits paid to participants$1,129,136
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 112 accts · $312K emplr
2023$9.9M · 105 accts · $260K emplr
2022$9.6M · 104 accts · $250K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,767
Total administrative$15,767
The Paradise Valley Country Club, Inc. 401(k) match · 2024
Employer contribution per active participant$997
Median for plans this size$2,416
2024$997 per active participant
2023$1,161 per active participant
2022$1,407 per active participant

Paradise Valley Country Club, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,767

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$15,767 · 0.15%
2023$19,615 · 0.20%
2022$21,329 · 0.19%
Same employer
Similar plansArts, Entertainment & Recreation · Arizona
Cocopah Indian Tribe AZ$6.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860107268 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.