Plan Ledger DOL Form 5500 · updated monthly

Worldwide Golf Shops LLC401(k)

WORLDWIDE GOLF SHOPS LLC 401(K) PLAN · SANTA ANA, CA · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Worldwide Golf Shops LLC reported $273,623 in plan administrative expenses for 2024: 0.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $358 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 0.68% to 0.74%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 2,224th-largest of 9,483 plans among California employers on file, and the 831st of 5,215 in retail trade. In 2024, employees put in $5.33 for every $1.00 the employer contributed; active participation has grown from 918 to 1,577 since 2022.

Plan summary
Net assets, end of year$38,116,343
Participants with balances1,997
Active participants1,577
Employer contributions$564,811
Employee contributions$3,012,711
Employer contribution per active participant$358
Average account balance$19,087
Benefits paid to participants$7,024,205
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.1M · 1,997 accts · $565K emplr
2023$36.2M · 1,706 accts · $412K emplr
2022$27.2M · 1,071 accts · $317K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$195,239
Investment management$76,834
Total administrative$273,623
The Worldwide Golf Shops LLC 401(k) match · 2024
Employer contribution per active participant$358
Median for plans this size$2,416
2024$358 per active participant
2023$280 per active participant
2022$345 per active participant

Worldwide Golf Shops LLC's 2024 employer contribution ran below the $2,416 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 · 20243
WELLS FARGO ADVISORS, LLC · Investment advisory (plan)$76,834
FUTUREPLAN BY ASCENSUS · Contract administratorindirect comp

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$273,623 · 0.74%
2023$154,477 · 0.49%
2022$205,641 · 0.68%
Same employer
Similar plansRetail Trade · California
Berkeley Bowl Produce Inc CA$37.4M · 0.41%
Ghost Management Group, LLC CA$37.2M · 0.32%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 863196942 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.