Plan Ledger DOL Form 5500 · updated monthly

The Country Club401(k)

THE COUNTRY CLUB 401(K) PLAN · CHESTNUT HILL, MA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

The Country Club reported $55,068 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,750 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 0.28% to 0.31%. 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 among the smaller plans on file in Massachusetts (1,405th of 2,726), and the 453rd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 176 to 239 since 2022.

Plan summary
Net assets, end of year$18,058,726
Participants with balances168
Active participants239
Employer contributions$418,366
Employee contributions$804,046
Employer contribution per active participant$1,750
Average account balance$107,492
Benefits paid to participants$2,432,210
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 168 accts · $418K emplr
2023$17.0M · 161 accts · $374K emplr
2022$14.7M · 157 accts · $409K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,371
Investment management$25,375
Total administrative$55,068
The The Country Club 401(k) match · 2024
Employer contribution per active participant$1,750
Median for plans this size$2,416
2024$1,750 per active participant
2023$2,101 per active participant
2022$2,325 per active participant

The Country Club's 2024 employer contribution ran below the $2,416 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 · 20242
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$25,375
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$55,068 · 0.31%
2023$47,854 · 0.30%
2022$44,713 · 0.28%
Same employer
Similar plansArts, Entertainment & Recreation · Massachusetts
New England Aquarium MA$22.1M · 0.03%
Boston Ballet MA$20.6M · 0.02%
Old Sturbridge Inc. MA$15.3M · 0.00%
Hyannis Harbor Tours, Inc. MA$13.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 041212940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.