Plan Ledger DOL Form 5500 · updated monthly

The San Antonio Country Club401(k)

THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

The San Antonio Country Club reported $71,617 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,865 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 0.63% to 0.67%. 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 Texas (2,878th of 5,688), and the 632nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,406,424
Participants with balances206
Active participants144
Employer contributions$268,495
Employee contributions$586,497
Employer contribution per active participant$1,865
Average account balance$55,371
Benefits paid to participants$749,021
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 206 accts · $268K emplr
2023$10.1M · 203 accts · $226K emplr
2022$8.8M · 189 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,451
Investment management$47,166
Total administrative$71,617
The The San Antonio Country Club 401(k) match · 2024
Employer contribution per active participant$1,865
Median for plans this size$2,416
2024$1,865 per active participant
2023$1,573 per active participant
2022$1,656 per active participant

The San Antonio 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 · 20245
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$33,386
ADP, INC. · Loan processing · Recordkeeping$24,450
PEGGY S. EDGE CPA LLC · Recordkeeping · Pension consulting$8,500
PEGGY S. EDGE CPA LLC · Recordkeeping · Pension consulting$8,500
CRESCENDO RETIREMENT PLAN ADVISORS, · Recordkeeping · Pension consulting$6,459

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

Recordkeeper by year2
2024ADP, CRESCENDO RETIREMENT PLAN ADVISORS,, PEGGY S. EDGE CPA LLC, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, PEGGY S. EDGE CPA LLC, RESOURCES INVESTMENT ADVISORS, INC.

This plan has changed recordkeepers within these filings. If you left The San Antonio Country Club before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$71,617 · 0.67%
2023$97,137 · 1.03%
2022$60,338 · 0.63%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Sky Venture Management, LLC TX$13.1M · 0.69%
Dallas Museum of Art TX$12.5M · 0.01%
Santikos Enterprises, LLC TX$11.5M · 0.84%
Player One Amusement Group TX$10.4M · 0.51%
Dallas Arboretum TX$9.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 740878940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.