Plan Ledger DOL Form 5500 · updated monthly

The Olympic Club401(k)

THE OLYMPIC CLUB RETIREMENT ADVANTAGE PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

The Olympic Club reported $25,712 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,189 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 0.11% to 0.10%. 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 2,704th-largest of 9,483 plans among California employers on file, and the 320th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,541,550
Participants with balances182
Active participants115
Employer contributions$596,764
Employee contributions$1,189,760
Employer contribution per active participant$5,189
Average account balance$162,316
Benefits paid to participants$1,442,392
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & STRONG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.5M · 182 accts · $597K emplr
2023$24.5M · 167 accts · $538K emplr
2022$19.8M · 160 accts · $479K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,742
Investment management$4,970
Total administrative$25,712
The The Olympic Club 401(k) match · 2024
Employer contribution per active participant$5,189
Median for plans this size$2,416
2024$5,189 per active participant
2023$5,121 per active participant
2022$4,169 per active participant

The Olympic Club's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,742

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$25,712 · 0.10%
2023$26,140 · 0.12%
2022$25,402 · 0.11%
Same employer
Similar plansArts, Entertainment & Recreation · California
The Gersh Agency CA$30.3M · 0.48%
Oaks Club Room CA$26.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940732930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.