# Claremont Country Club 401(k) Plan
Source: https://planprovider.pro/companies/claremont-country-club-401k-plan

> Claremont Country Club's 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/epic-retirement-plan-services) — 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|—|—|—|—|

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