Plan Ledger DOL Form 5500 · updated monthly

United States Golf Association403(b)

THE UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN · FAR HILLS, NJ · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

United States Golf Association reported $31,771 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,284 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 fell from 0.06% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 391st-largest of 2,419 plans among New Jersey employers on file, and the 108th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.30 for every $1.00 the employer contributed; active participation has grown from 333 to 388 since 2022.

Plan summary
Net assets, end of year$94,764,125
Participants with balances482
Active participants388
Employer contributions$1,274,368
Employee contributions$4,211,086
Employer contribution per active participant$3,284
Average account balance$196,606
Benefits paid to participants$5,506,333
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$94.8M · 482 accts · $1.3M emplr
2023$80.5M · 466 accts · $1.2M emplr
2022$66.2M · 434 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,771
Total administrative$31,771
Employer contributions to the United States Golf Association plan · 2024
Employer contribution per active participant$3,284
Median for plans this size$3,635
2024$3,284 per active participant
2023$3,309 per active participant
2022$3,131 per active participant

United States Golf Association's 2024 employer contribution ran below the $3,635 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$30,415
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,356
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$31,771 · 0.04%
2023$28,135 · 0.04%
2022$44,321 · 0.06%
All plans at this employer2
THE UNITED STATES GOLF ASSOCIATION TAX DEFERRED ANNUITY PLAN403(b)
USGA DEFINED CONTRIBUTION RETIREMENT PLANDefined-contribution plan
Same employer
Similar plansArts, Entertainment & Recreation · New Jersey
New York Jets, LLC NJ$84.3M · 0.06%
Betmgm, LLC NJ$38.5M · 0.33%
New Jersey Devils, LLC NJ$36.2M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131427105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.