Plan Snapshot
- Plan Sponsor: Big Canyon Country Club
- Sponsor EIN: 952648551
- Sponsor Address: 1 BIG CANYON DR., NEWPORT BEACH, CA, 926605202
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $13.1M
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 | 208 | $13.1M | $355,446 | $660,919 |
| 2023 | 199 | $12.8M | $282,494 | $544,514 |
| 2022 | 196 | $10.7M | $230,458 | $492,275 |
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 |
|---|---|---|---|---|
| EGAN & EGAN | 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 | $45,236 | $242 | $44,694 | — | — |
| 2023 | $38,957 | $225 | $38,232 | — | — |
| 2022 | $37,081 | — | — | — | — |