Plan Ledger DOL Form 5500 · updated monthly

The Santaluz Club, Inc.401(k)

THE SANTALUZ CLUB, INC. EMPLOYEES SAVINGS TRUST · SAN DIEGO, CA · plan year 2025

Reported admin expense ratio · 2025
0.17%

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

The Santaluz Club, Inc. reported $12,934 in plan administrative expenses for 2025: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,134 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 4 years on file its reported administrative ratio has held roughly steady near 0.174%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (5,997th of 9,483), and 767th of 1,311 in arts, entertainment & recreation. In 2025, employees put in $2.90 for every $1.00 the employer contributed; active participation has grown from 124 to 137 since 2022.

Plan summary
Net assets, end of year$8,039,983
Participants with balances111
Active participants137
Employer contributions$155,355
Employee contributions$450,303
Employer contribution per active participant$1,134
Average account balance$72,432
Benefits paid to participants$455,691
Plan auditDisclaimer of opinion
AuditorEGAN & EGAN
Plan history4
Yearassets · accounts · employer contribution
2025$8.0M · 111 accts · $155K emplr
2024$6.8M · 105 accts · $126K emplr
2023$5.7M · 102 accts · $117K emplr
2022$4.5M · 102 accts · $106K emplr
The The Santaluz Club, Inc. 401(k) match · 2025
Employer contribution per active participant$1,134
Median for plans this size$1,464
2025$1,134 per active participant
2024$988 per active participant
2023$974 per active participant
2022$855 per active participant

The Santaluz Club, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$12,935
FIDELITY · Investment managementindirect comp
AMERICAN FUNDS · Investment managementindirect comp
PIMCO FUNDS · Investment managementindirect comp

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

Recordkeeper by year3
2025T. Rowe Price
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history4
2025$12,934 · 0.17%
2024$10,922 · 0.17%
2023$9,356 · 0.18%
2022$8,210 · 0.17%
Similar plansArts, Entertainment & Recreation · California
Old Globe Theatre CA$8.8M · 0.78%
Claremont Country Club CA$8.5M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330941366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.