Plan Ledger DOL Form 5500 · updated monthly

Wee Burn Country Club, Inc.401(k)

WEE BURN COUNTRY CLUB, INC. 401(K) PROFIT SHARING PLAN · DARIEN, CT · plan year 2022

Reported admin expense ratio · 2022
0.10%

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

Wee Burn Country Club, Inc. reported $8,833 in plan administrative expenses for 2022: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,092 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Connecticut (813th of 1,106), and 762nd of 1,311 in arts, entertainment & recreation. In 2022, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,079,093
Participants with balances83
Active participants170
Employer contributions$185,637
Employee contributions$405,369
Employer contribution per active participant$1,092
Average account balance$97,338
Benefits paid to participants$747,668
Plan auditUnmodified (clean) audit opinion
AuditorCONDON, OMEARA, MCGINTY, & DONNELLY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,833
Total administrative$8,833
The Wee Burn Country Club, Inc. 401(k) match · 2022
Employer contribution per active participant$1,092
Median for plans this size$1,114

Wee Burn Country Club, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,833 · 0.10%
Similar plansArts, Entertainment & Recreation · Connecticut
Mystic Seaport Museum, Inc. CT$26.8M · 0.04%
American Cruise Lines, Inc. CT$21.0M · 0.59%
Sportech, Inc. CT$8.6M · 0.06%
Global Tote US LLC CT$6.9M · 0.04%
Edge Fitness, LLC CT$5.0M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060607166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.