Plan Ledger DOL Form 5500 · updated monthly

The Bay Club Company401(k)

THE BAY CLUB COMPANY 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

The Bay Club Company reported $151,531 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $6 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 0.44% to 0.40%. 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 1,836th-largest of 9,483 plans among California employers on file, and the 218th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $269.21 for every $1.00 the employer contributed; active participation has grown from 999 to 1,549 since 2022.

Plan summary
Net assets, end of year$47,737,182
Participants with balances650
Active participants1,549
Employer contributions$9,145
Employee contributions$2,461,919
Employer contribution per active participant$6
Average account balance$73,442
Benefits paid to participants$6,941,168
Plan auditUnmodified (clean) audit opinion
AuditorSILICON VALLEY ACCOUNTANCY CORPATE
Plan history3
Yearassets · accounts · employer contribution
2024$47.7M · 650 accts · $9K emplr
2023$28.1M · 395 accts
2022$24.4M · 390 accts
Administrative expenses, itemized · 2024
Investment management$128,095
Audit (IQPA)$23,436
Total administrative$151,531
The The Bay Club Company 401(k) match · 2024
Employer contribution per active participant$6
Median for plans this size$2,416

The Bay Club Company'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 · 20244
FINANCIAL ADVOCATES INVESTMENT MANA · Investment advisory (plan)$84,354
EMPOWER ADVISORY GROUP, LLC · Investment management$43,741
SILICON VALLEY ACCOUNTANCY CORP · Accounting / audit$23,436

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$151,531 · 0.40%
2023$112,012 · 0.43%
2022$121,520 · 0.44%
Same employer
Similar plansArts, Entertainment & Recreation · California
Los Angeles Dodgers LLC CA$51.2M · 0.32%
Syufy Enterprises, L.P. CA$50.9M · 0.20%
The Exploratorium CA$48.6M · 0.36%
Fortiss, LLC CA$48.5M · 0.41%
Patreon, Inc CA$45.5M · 0.01%
Red Hawk Casino CA$44.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942546868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.