Plan Snapshot
- Plan Sponsor: Brentwood Country Club
- Sponsor EIN: 951568829
- Sponsor Address: 590 SOUTH BURLINGAME AVENUE, BRENTWOOD, CA, 90049
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $9.9M | $265,447 | $572,571 |
| 2023 | 87 | $8.7M | $272,496 | $559,313 |
| 2022 | 129 | $7.5M | $266,173 | $499,504 |
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& DONNELL | 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 | $2,782 | — | $2,782 | — | — |
| 2023 | $2,139 | $27 | — | — | — |
| 2022 | $2,576 | — | $2,576 | — | — |