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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $1,717,637 | — | $1,717,637 | — | — |
| 2023 | $1,322,964 | — | $1,322,964 | — | — |
| 2022 | $1,283,878 | — | — | — | $1,283,878 |