Plan Ledger DOL Form 5500 · updated monthly

Tamarisk Country Club, Inc.401(k)

TAMARISK COUNTRY CLUB, INC. 401(K) PLAN · RANCHO MIRAGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Tamarisk Country Club, Inc. reported $3,725 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,569 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 0.071% to 0.066%. 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 (6,734th of 9,483), and 881st 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 111 to 128 since 2022.

Plan summary
Net assets, end of year$5,835,543
Participants with balances246
Active participants128
Employer contributions$200,852
Employee contributions$316,596
Employer contribution per active participant$1,569
Average account balance$23,722
Benefits paid to participants$653,263
Plan auditUnmodified (clean) audit opinion
AuditorCOACHELLA VALLEY ACCOUNTING & AUDIT
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 246 accts · $201K emplr
2023$5.4M · 227 accts · $174K emplr
2022$4.6M · 219 accts · $163K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,725
Total administrative$3,725
The Tamarisk Country Club, Inc. 401(k) match · 2024
Employer contribution per active participant$1,569
Median for plans this size$1,313
2024$1,569 per active participant
2023$1,641 per active participant
2022$1,473 per active participant

Tamarisk Country Club, Inc.'s 2024 employer contribution ran above 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
MORNINGSTAR · Investment advisory (plan)indirect 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$3,725 · 0.07%
2023$3,650 · 0.07%
2022$2,950 · 0.07%
Similar plansArts, Entertainment & Recreation · California
Steno Agency, Inc. CA$6.1M · 0.12%
Vs Media Inc CA$6.0M · 0.12%
Ocean's Eleven Casino CA$5.9M · 0.02%
Mythical Entertainment CA$5.9M · 0.05%
Spare Time, Inc. CA$5.6M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951706285 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.