Plan Snapshot
- Plan Sponsor: Claremont Country Club
- Sponsor EIN: 940387260
- Sponsor Address: 5295 BROADWAY TERRACE, OAKLAND, CA, 94618
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $8.5M
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 | 162 | $8.5M | $119,953 | $531,144 |
| 2023 | 177 | $7.5M | $94,497 | $479,343 |
| 2022 | 182 | $6.1M | $90,965 | $436,564 |
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 |
|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | CONSULTANT | $31,089 | — | $31,089 |
| JOHANSON & YAU ACCOUNTANCY CORP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS, INC. — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,089
- Estimated Expense Ratio: 0.368% 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 | $34,371 | $31,257 | — | — | — |
| 2023 | $28,157 | $26,301 | — | — | — |
| 2022 | $28,395 | — | — | — | — |