Plan Ledger DOL Form 5500 · updated monthly

Troon Golf, L.L.C.401(k)

TROON GOLF, L.L.C. 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Troon Golf, L.L.C. reported $1,752,669 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~90% of peers. Employer contributions averaged $288 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 0.41% to 0.59%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 49th-largest of 1,285 plans among Arizona employers on file, and the 36th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $6.15 for every $1.00 the employer contributed; active participation has grown from 18,931 to 26,625 since 2022.

Plan summary
Net assets, end of year$333,699,716
Participants with balances33,384
Active participants26,625
Employer contributions$7,665,298
Employee contributions$47,149,193
Employer contribution per active participant$288
Average account balance$9,996
Benefits paid to participants$33,813,589
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$333.7M · 33,384 accts · $7.7M emplr
2023$264.6M · 29,239 accts · $6.4M emplr
2022$201.4M · 24,523 accts · $5.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,511,945
Investment management$190,254
Audit (IQPA)$50,470
Total administrative$1,752,669
The Troon Golf, L.L.C. 401(k) match · 2024
Employer contribution per active participant$288
Median for plans this size$4,294
2024$288 per active participant
2023$283 per active participant
2022$269 per active participant

Troon Golf, L.L.C.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. 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 · 20244
SAGEVIEW ADVISORY GROUP, LLC · Investment management$100,000
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$90,254
CBIZ OPERATIONS INC DBA CBIZ CPAS · Accounting / audit$50,470

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$1,752,669 · 0.59%
2023$1,269,663 · 0.54%
2022$873,377 · 0.41%
Same employer
Similar plansArts, Entertainment & Recreation · Arizona
Cedar Fair, L.P. OH$337.4M · 0.02%
Asm Global PA$336.8M · 0.06%
Life Time, Inc. MN$332.0M · 0.27%
The J. Paul Getty Trust CA$271.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860832529 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.