Plan Snapshot
- Plan Sponsor: Augusta Country Club
- Sponsor EIN: 580148720
- Sponsor Address: 655 MILLEDGE RD, AUGUSTA, GA, 30904
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $6.3M
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 | 168 | $6.3M | $162,816 | $322,381 |
| 2023 | 154 | $5.2M | $162,141 | $294,979 |
| 2022 | 90 | $4.2M | $150,975 | $271,435 |
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 |
|---|---|---|---|---|
| CONDON O'MEARA MCGINTY & DONNELLY | Auditor | — | — | $0 |
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 | $69,274 | — | $69,274 | — | — |
| 2023 | $39,767 | — | $39,767 | — | — |
| 2022 | $39,966 | $17,673 | $22,293 | — | — |