Plan Ledger DOL Form 5500 · updated monthly

Tahoe Club Company, LLC401(k)

TAHOE CLUB COMPANY, LLC 401(K) SAVINGS & RETIREMENT PLAN · TRUCKEE, CA · plan year 2024

Reported admin expense ratio · 2024
1.00%

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

Tahoe Club Company, LLC reported $25,450 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~75% of peers. Employer contributions averaged $358 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 0.96% to 1.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (8,016th of 9,483), and 1,767th of 2,096 in real estate & leasing. In 2024, employees put in $8.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,654,296
Participants with balances216
Active participants64
Employer contributions$22,880
Employee contributions$187,726
Employer contribution per active participant$358
Average account balance$12,288
Benefits paid to participants$268,065
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 216 accts · $23K emplr
2023$2.4M · 229 accts · $21K emplr
2022$2.0M · 232 accts · $17K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,450
Total administrative$25,450
The Tahoe Club Company, LLC 401(k) match · 2024
Employer contribution per active participant$358
Median for plans this size$1,313
2024$358 per active participant
2023$271 per active participant
2022$257 per active participant

Tahoe Club Company, LLC's 2024 employer contribution ran below the $1,313 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 · 20243
THE RETIREMENT ADVANTAGE INC · Recordkeeping$2,103
MERRIL LYNCH, PIERCE, FENNER & SMIT · Investment advisory (plan)$12,261
LINCOLN NATIONAL CORPORATION · Contract administrator$11,086

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

Recordkeeper by year2
2024THE RETIREMENT ADVANTAGE INC
2023THE RETIREMENT ADVANTAGE INC

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

Administrative cost history3
2024$25,450 · 1.00%
2023$21,810 · 0.99%
2022$20,803 · 0.96%
Similar plansReal Estate & Leasing · California
Sd Commercial, LLC CA$2.8M · 0.65%
Mosser Companies, Inc. CA$2.7M · 0.73%
Fortunebuilders, Inc. CA$2.6M · 0.49%
Frontier Personnel, LLC CA$2.5M · 0.59%
Gsf Properties, Inc. CA$2.5M · 1.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680465142 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.