Plan Ledger DOL Form 5500 · updated monthly

The Villages Golf & Country Club401(k)

THE VILLAGES GOLF & COUNTRY CLUB 401(K) PLAN · SAN JOSE, 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 Villages Golf & Country Club reported $6,278 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,375 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 0.05% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (6,583rd of 9,483), and 1,399th of 2,096 in real estate & leasing. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 104 to 149 since 2022.

Plan summary
Net assets, end of year$6,248,682
Participants with balances199
Active participants149
Employer contributions$204,897
Employee contributions$331,210
Employer contribution per active participant$1,375
Average account balance$31,400
Benefits paid to participants$802,042
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON & YAU
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 199 accts · $205K emplr
2023$5.7M · 238 accts · $230K emplr
2022$4.7M · 153 accts · $175K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,278
Total administrative$6,278
The The Villages Golf & Country Club 401(k) match · 2024
Employer contribution per active participant$1,375
Median for plans this size$1,313
2024$1,375 per active participant
2023$1,392 per active participant
2022$1,685 per active participant

The Villages Golf & Country Club's 2024 employer contribution ran above the $1,313 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$6,278

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$6,278 · 0.10%
2023$2,655 · 0.05%
2022$2,285 · 0.05%
Similar plansReal Estate & Leasing · California
Jamison Services Inc CA$6.5M · 0.28%
Dft Inc. CA$6.5M · 0.40%
Spruce Grove, Inc. CA$6.3M · 0.53%
Wsh Management Inc CA$6.1M · 0.66%
Solari Enterprises Inc. CA$6.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941644016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.