Plan Snapshot
- Plan Sponsor: The Club Management Association Of America
- Sponsor EIN: 530235732
- Sponsor Address: 1733 KING STREET, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 7,235
- Total Assets: $262.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,235 | $262.7M | $8.0M | $16.7M |
| 2023 | 6,392 | $220.7M | $6.2M | $13.5M |
| 2022 | 4,884 | $169.4M | $5.0M | $11.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | Recordkeeper | $537,366 | — | $537,366 |
| EVERHART FINANCIAL GROUP INC. | Investment Advisor | $470,065 | — | $470,065 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $402,139 | — | $402,139 |
| DCSRETIRE, INC | Recordkeeper | $232,889 | $162,992 | $395,881 |
| HANCOCK ASKEW & CO. LLP | Auditor | $46,770 | — | $46,770 |
| KATHMERE CAPITAL MGT LLC | Investment Advisor | $23,364 | — | $23,364 |
| EVERHART FINANCIAL GROUP INC | Other Service Provider | $18,420 | — | $18,420 |
| HOBART PRIVATE CAPITAL LLC | Investment Advisor | $17,166 | — | $17,166 |
| LPL FINANCIAL, LLC | Investment Advisor | $15,048 | — | $15,048 |
| MORGAN STANLEY SMITH BARNEY | Investment Advisor | — | $10,814 | $10,814 |
| DCSRETIRE INC | Other Service Provider | $1,499 | $4,157 | $5,656 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,942,689
- Estimated Expense Ratio: 0.739% 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 | $1,717,637 | — | $1,717,637 | — | — |
| 2023 | $1,322,964 | — | $1,322,964 | — | — |
| 2022 | $1,283,878 | — | — | — | $1,283,878 |