Plan Ledger DOL Form 5500 · updated monthly

Sunbelt Golf Corporation401(k)

SUNBELT GOLF CORPORATION 401K RETIREMENT PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Sunbelt Golf Corporation reported $4,578 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $671 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 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 439th-largest of 902 plans among Alabama employers on file, and the 644th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.55 for every $1.00 the employer contributed; active participation has shrunk from 470 to 404 since 2022.

Plan summary
Net assets, end of year$11,083,567
Participants with balances234
Active participants404
Employer contributions$271,108
Employee contributions$690,461
Employer contribution per active participant$671
Average account balance$47,366
Benefits paid to participants$1,227,757
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 234 accts · $271K emplr
2023$10.1M · 215 accts · $236K emplr
2022$9.3M · 216 accts · $245K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,578
Total administrative$4,578
The Sunbelt Golf Corporation 401(k) match · 2024
Employer contribution per active participant$671
Median for plans this size$2,416
2024$671 per active participant
2023$481 per active participant
2022$521 per active participant

Sunbelt Golf Corporation's 2024 employer contribution ran below the $2,416 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 · 20241
NBC SECURITIES INC · Other servicesindirect comp

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$4,578 · 0.04%
2023$3,279 · 0.03%
2022$3,000 · 0.03%
Same employer
Similar plansArts, Entertainment & Recreation · Alabama
Pci Gaming Authority AL$184.2M · 0.39%
Berkeley Repertory Theatre CA$11.3M · 0.03%
The Everglades Club, Inc. FL$11.2M · 0.85%
Tr Apparel, LLC NY$11.1M · 0.28%
Global Gaming Rp, LLC OK$11.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631028278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.