Plan Ledger DOL Form 5500 · updated monthly

Sherwood Country Club401(k)

SHERWOOD COUNTRY CLUB 401(K) PLAN · THOUSAND OAKS, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Sherwood Country Club reported $1,313 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,016 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 0.01% to 0.02%. 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 (6,484th of 9,483), and 836th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 224 to 287 since 2022.

Plan summary
Net assets, end of year$6,530,265
Participants with balances184
Active participants287
Employer contributions$291,547
Employee contributions$599,643
Employer contribution per active participant$1,016
Average account balance$35,491
Benefits paid to participants$466,634
Plan auditUnmodified (clean) audit opinion
AuditorPETRINOVICH PUGH AND COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 184 accts · $292K emplr
2023$5.5M · 144 accts · $231K emplr
2022$4.2M · 99 accts · $160K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$687
Investment management$626
Total administrative$1,313
The Sherwood Country Club 401(k) match · 2024
Employer contribution per active participant$1,016
Median for plans this size$1,313
2024$1,016 per active participant
2023$989 per active participant
2022$715 per active participant

Sherwood 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$990

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$1,313 · 0.02%
2023$810 · 0.02%
2022$224 · 0.01%
Similar plansArts, Entertainment & Recreation · California
In-Shape Solutions, LLC CA$6.9M · 1.97%
Weights and Biases, Inc. CA$6.5M · 1.01%
Annandale Golf Club CA$6.5M · 0.71%
Skybound, LLC CA$6.4M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770228228 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.