Plan Ledger DOL Form 5500 · updated monthly

Tetherow Golf Course LLC401(k)

TETHEROW RESORT GROUP 401(K) PLAN · BEND, OR · plan year 2024

Reported admin expense ratio · 2024
0.89%

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

Tetherow Golf Course LLC reported $27,320 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $917 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 0.95% to 0.89%. 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 Oregon (843rd of 1,021), and 1,047th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,289,908
Participants with balances183
Active participants174
Employer contributions$159,515
Employee contributions$377,323
Employer contribution per active participant$917
Average account balance$17,978
Benefits paid to participants$493,019
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 183 accts · $160K emplr
2023$2.9M · 156 accts · $150K emplr
2022$2.1M · 120 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,466
Investment management$7,854
Total administrative$27,320
The Tetherow Golf Course LLC 401(k) match · 2024
Employer contribution per active participant$917
Median for plans this size$1,313
2024$917 per active participant
2023$885 per active participant
2022$847 per active participant

Tetherow Golf Course LLC'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 · 20243
ADP, INC. · Recordkeeping$18,492
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$7,853
ADP BROKER DEALERindirect comp

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

Recordkeeper by year2
2024ADP, Morgan Stanley
2023ADP

This plan has changed recordkeepers within these filings. If you left Tetherow Golf Course LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,320 · 0.89%
2023$21,961 · 0.88%
2022$20,603 · 0.95%
Same employer
Similar plansArts, Entertainment & Recreation · Oregon
Mt. Hood Meadows Oreg., LLC OR$11.6M · 0.42%
Peregrine Sports, LLC OR$10.5M · 0.63%
Bravo Fit, LLC OR$1.1M · 0.36%
Mt Hood Ski Bowl OR$411K · 1.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264348098 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.