Plan Ledger DOL Form 5500 · updated monthly

The Country Club of North Carolina401(k)

THE COUNTRY CLUB OF NORTH CAROLINA 401(K) RETIREMENT AND SAVINGS PLAN · PINEHURST, NC · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

The Country Club of North Carolina reported $12,696 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $672 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 3 years on file its reported administrative ratio has held roughly steady near 0.28%. 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 North Carolina (1,467th of 2,005), and 935th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,947,982
Participants with balances128
Active participants134
Employer contributions$90,004
Employee contributions$250,385
Employer contribution per active participant$672
Average account balance$38,656
Benefits paid to participants$167,946
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 128 accts · $90K emplr
2023$4.1M · 124 accts · $82K emplr
2022$3.2M · 111 accts · $70K emplr
The The Country Club of North Carolina 401(k) match · 2024
Employer contribution per active participant$672
Median for plans this size$1,313
2024$672 per active participant
2023$625 per active participant
2022$565 per active participant

The Country Club of North Carolina'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 · 20241
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$12,696

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$12,696 · 0.28%
2023$8,370 · 0.23%
2022$11,573 · 0.29%
Same employer
Similar plansArts, Entertainment & Recreation · North Carolina
Mint Museum of Art, Inc. NC$5.9M · 0.23%
Discovery Place, Inc. NC$5.9M · 0.79%
Greensboro Country Club NC$5.4M · 0.43%
World Racing Group, Inc. NC$2.5M · 0.88%
Greensboro Science Center NC$2.1M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560790613 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.