Plan Ledger DOL Form 5500 · updated monthly

Round Hill Country Club401(k)

ROUND HILL COUNTRY CLUB 401(K) PLAN · ALAMO, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Round Hill Country Club reported $14,984 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,079 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 0.59% to 0.18%. 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 California (5,766th of 9,483), and 728th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 165 to 301 since 2022.

Plan summary
Net assets, end of year$8,914,098
Participants with balances218
Active participants301
Employer contributions$324,738
Employee contributions$513,423
Employer contribution per active participant$1,079
Average account balance$40,890
Benefits paid to participants$190,254
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 218 accts · $325K emplr
2023$7.4M · 206 accts · $291K emplr
2022$6.9M · 210 accts · $251K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,983
Investment management$1
Total administrative$14,984
The Round Hill Country Club 401(k) match · 2024
Employer contribution per active participant$1,079
Median for plans this size$1,313
2024$1,079 per active participant
2023$1,665 per active participant
2022$1,523 per active participant

Round Hill 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,983

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$14,984 · 0.18%
2023$51,782 · 0.73%
2022$44,011 · 0.59%
Similar plansArts, Entertainment & Recreation · California
Seiu Local 521 CA$9.4M · 0.05%
Earthquakes Soccer LLC CA$8.9M · 0.07%
Old Globe Theatre CA$8.8M · 0.78%
Claremont Country Club CA$8.5M · 0.43%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 941477764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.