Plan Snapshot
- Plan Sponsor: Annandale Golf Club
- Sponsor EIN: 950499290
- Sponsor Address: ONE NORTH SAN RAFAEL ROAD, PASADENA, CA, 91105
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 128 | $6.5M | $154,179 | $416,892 |
| 2023 | 129 | $5.6M | $142,887 | $380,369 |
| 2022 | 134 | $4.7M | $120,519 | $315,653 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HUTCHINSON AND BLOODGOOD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUTCHINSON AND BLOODGOOD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $43,123 | — | $43,123 | — | — |
| 2023 | $35,344 | — | $35,344 | — | — |
| 2022 | $33,356 | $2,329 | $31,027 | — | — |