Plan Ledger DOL Form 5500 · updated monthly

The Reserve Club401(k)

THE RESERVE CLUB 401(K) PLAN · INDIAN WELLS, CA · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

The Reserve Club reported $5,452 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $951 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (7,240th of 9,483), and 973rd of 1,311 in arts, entertainment & recreation. In 2022, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,372,207
Participants with balances68
Active participants132
Employer contributions$125,568
Employee contributions$263,070
Employer contribution per active participant$951
Average account balance$64,297
Benefits paid to participants$274,544
Plan auditUnmodified (clean) audit opinion
AuditorEGAN & EGAN
Administrative expenses, itemized · 2022
Investment management$2,372
Total administrative$5,452
The The Reserve Club 401(k) match · 2022
Employer contribution per active participant$951
Median for plans this size$1,114

The Reserve Club's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,452 · 0.13%
Similar plansArts, Entertainment & Recreation · California
Elk Valley Rancheria CA$4.4M · 0.63%
Gold Country Casino CA$4.4M · 0.09%
Walton Isaacson, LLC CA$4.3M · 0.82%
Wilshire Country Club CA$4.2M · 1.01%
California Grand Casino CA$4.2M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330815821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.