Plan Snapshot
- Plan Sponsor: Topgolf Callaway Brands Corp.
- Sponsor EIN: 953797580
- Sponsor Address: 2180 RUTERFORD RD, CARLSBAD, CA, 92008
- Plan Type: 401(k)
- Total Participants: 1,805
- Total Assets: $357.4M
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 | 1,805 | $357.4M | $5.4M | $17.1M |
| 2023 | 1,672 | $308.4M | $5.0M | $15.9M |
| 2022 | 1,580 | $258.7M | $4.3M | $13.2M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $208,319 | — | $208,319 |
| VANGUARD ADVISERS INC. | Recordkeeper | $104,410 | — | $104,410 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $56,800 | — | $56,800 |
| CLIFTON LARSON ALLEN | Auditor | $21,226 | — | $21,226 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
- VANGUARD ADVISERS INC. — Recordkeeper
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
- CLIFTON LARSON ALLEN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $390,755
- Estimated Expense Ratio: 0.109% of plan assets
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 | $385,155 | — | — | — | — |
| 2023 | $318,965 | — | — | — | — |
| 2022 | $307,341 | — | — | — | — |