Plan Ledger DOL Form 5500 · updated monthly

The Shady Canyon Golf Club, Inc.401(k)

SHADY CANYON GOLF CLUB 401(K) SAVINGS PLAN · IRVINE, CA · plan year 2023

Reported admin expense ratio · 2023
0.42%

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

The Shady Canyon Golf Club, Inc. reported $46,555 in plan administrative expenses for 2023: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,440 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 0.410%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (4,946th of 9,483), and the 605th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,124,682
Participants with balances154
Active participants187
Employer contributions$269,256
Employee contributions$574,567
Employer contribution per active participant$1,440
Average account balance$78,732
Benefits paid to participants$675,585
Plan auditUnmodified (clean) audit opinion
AuditorEGAN & EGAN
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 161 accts · $289K emplr
2023$12.1M · 154 accts · $269K emplr
2022$10.2M · 153 accts · $234K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$28,457
Investment management$18,098
Total administrative$46,555
The The Shady Canyon Golf Club, Inc. 401(k) match · 2023
Employer contribution per active participant$1,440
Median for plans this size$2,440
2024$1,511 per active participant
2023$1,440 per active participant
2022$1,251 per active participant

The Shady Canyon Golf Club, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$10,000
EMPOWER ADVISORY GROUP, LLC · Investment management$8,098

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$47,830 · 0.41%
2023$46,555 · 0.42%
2022$44,510 · 0.41%
Same employer
Similar plansArts, Entertainment & Recreation · California
Xponential Fitness LLC CA$12.7M · 0.63%
Skirball Cultural Center CA$12.7M · 0.17%
Knighted Ventures, LLC CA$12.4M · 1.06%
Pilgrim Productions, LLC CA$12.2M · 0.79%
Eldorado Country Club, Inc. CA$12.1M · 0.25%
Ksl/Ms Management, LLC CA$11.5M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330965956 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.