Plan Ledger DOL Form 5500 · updated monthly

Pebble Beach Company401(k)

PEBBLE BEACH COMPANY 401(K) PLAN · PEBBLE BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Pebble Beach Company reported $61,070 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,958 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 0.06% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 730th-largest of 9,483 plans among California employers on file, and the 65th of 2,240 in accommodation & food services. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has shrunk from 2,342 to 1,970 since 2022.

Plan summary
Net assets, end of year$143,689,079
Participants with balances1,947
Active participants1,970
Employer contributions$3,856,531
Employee contributions$7,316,309
Employer contribution per active participant$1,958
Average account balance$73,800
Benefits paid to participants$11,722,575
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$143.7M · 1,947 accts · $3.9M emplr
2023$125.0M · 1,827 accts · $3.5M emplr
2022$105.0M · 1,696 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,274
Investment management$32,796
Total administrative$61,070
The Pebble Beach Company 401(k) match · 2024
Employer contribution per active participant$1,958
Median for plans this size$3,635
2024$1,958 per active participant
2023$1,779 per active participant
2022$1,402 per active participant

Pebble Beach Company's 2024 employer contribution ran below the $3,635 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$32,797
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,274

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$61,070 · 0.05%
2023$41,644 · 0.04%
2022$68,812 · 0.06%
Same employer
Similar plansAccommodation & Food Services · California
Chipotle Mexican Grill, Inc. CA$292.8M · 0.31%
Jack in the Box Inc. CA$145.0M · 0.10%
Dine Brands Global, Inc. CA$134.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770303209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.