Plan Ledger DOL Form 5500 · updated monthly

Philadelphia Country Club401(k)

PHILADELPHIA COUNTRY CLUB 401(K) RETIREMENT PLAN · GLADWYNE, PA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Philadelphia Country Club reported $38,824 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $1,246 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 0.48% to 0.51%. 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 (2,538th of 3,651), and 775th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.42 for every $1.00 the employer contributed; active participation has grown from 132 to 157 since 2022.

Plan summary
Net assets, end of year$7,893,724
Participants with balances187
Active participants157
Employer contributions$195,611
Employee contributions$473,844
Employer contribution per active participant$1,246
Average account balance$42,212
Benefits paid to participants$1,118,786
Plan auditUnmodified (clean) audit opinion
AuditorCONDON O'MEARA MCGINTY & DONNELL
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 187 accts · $196K emplr
2023$7.4M · 175 accts · $189K emplr
2022$6.2M · 161 accts · $180K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,889
Investment management$35,935
Total administrative$38,824
The Philadelphia Country Club 401(k) match · 2024
Employer contribution per active participant$1,246
Median for plans this size$1,313
2024$1,246 per active participant
2023$1,464 per active participant
2022$1,360 per active participant

Philadelphia Country Club's 2024 employer contribution ran below 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 · 20243
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$35,935
ADP, INC. · Recordkeeping$2,888
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,824 · 0.51%
2023$32,436 · 0.48%
2022$32,067 · 0.48%
Similar plansArts, Entertainment & Recreation · Pennsylvania
Kimmel Center, Inc. PA$9.2M · 0.35%
Rolling Rock Club PA$8.1M · 0.48%
Philadelphia Cricket Club PA$7.2M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230969350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.