Plan Ledger DOL Form 5500 · updated monthly

Royal Oaks Country Club401(k)

ROYAL OAKS COUNTRY CLUB 401(K) SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Royal Oaks Country Club reported $44,032 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $1,057 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 0.94% to 0.62%. 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 Texas (3,444th of 5,688), and 782nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.04 for every $1.00 the employer contributed; active participation has grown from 120 to 190 since 2022.

Plan summary
Net assets, end of year$7,722,875
Participants with balances140
Active participants190
Employer contributions$200,871
Employee contributions$610,973
Employer contribution per active participant$1,057
Average account balance$55,163
Benefits paid to participants$392,943
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 140 accts · $201K emplr
2023$6.4M · 137 accts · $209K emplr
2022$4.9M · 129 accts · $188K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,290
Investment management$17,742
Total administrative$44,032
The Royal Oaks Country Club 401(k) match · 2024
Employer contribution per active participant$1,057
Median for plans this size$1,313
2024$1,057 per active participant
2023$1,768 per active participant
2022$1,564 per active participant

Royal Oaks 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 · 20242
FISHER ASSET MANAGEMENT · Investment advisory (plan)$17,742

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$44,032 · 0.62%
2023$57,280 · 1.01%
2022$49,389 · 0.94%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Colonial Country Club TX$8.6M · 0.06%
Uslive Opco Inc TX$8.6M · 0.72%
Houston Grand Opera, Inc. TX$8.1M · 0.46%
Ld Systems, L.P. TX$7.2M · 0.53%
Austin Country Club TX$7.1M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751291969 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.