Plan Ledger DOL Form 5500 · updated monthly

The Country Club of Virginia401(k)

THE COUNTRY CLUB OF VIRGINIA, INC. 401(K) RETIREMENT PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

The Country Club of Virginia reported $60,168 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,404 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 0.22%. 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 764th-largest of 2,266 plans among Virginia employers on file, and the 328th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 273 to 323 since 2022.

Plan summary
Net assets, end of year$29,026,627
Participants with balances423
Active participants323
Employer contributions$776,448
Employee contributions$1,519,244
Employer contribution per active participant$2,404
Average account balance$68,621
Benefits paid to participants$2,810,310
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.0M · 423 accts · $776K emplr
2023$26.0M · 387 accts · $713K emplr
2022$21.5M · 380 accts · $665K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,168
Total administrative$60,168
The The Country Club of Virginia 401(k) match · 2024
Employer contribution per active participant$2,404
Median for plans this size$2,416
2024$2,404 per active participant
2023$2,339 per active participant
2022$2,437 per active participant

The Country Club of Virginia'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$60,529
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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$60,168 · 0.22%
2023$51,974 · 0.22%
2022$48,648 · 0.21%
Same employer
Similar plansArts, Entertainment & Recreation · Virginia
Salamander Farms, L.L.C. VA$41.3M · 0.28%
Red Light Management, LLC VA$35.1M · 0.20%
Army Navy Country Club VA$21.2M · 0.36%
Farmington Country Club VA$15.1M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540181850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.