Plan Snapshot
- Plan Sponsor: Clubcorp
- Sponsor EIN: 752114856
- Sponsor Address: 5221 NORTH O'CONNOR BLVD, SUITE 300, IRVING, TX, 75039
- Plan Type: 401(k)
- Total Participants: 14,826
- Total Assets: $83.1M
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 | 14,826 | $83.1M | $0 | $3.7M |
| 2023 | 16,149 | $77.3M | $0 | $4.1M |
| 2022 | 14,124 | $70.5M | $0 | $3.9M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $194,574 | — | $194,574 |
| CHARLES SCHWAB TRUST BANK | NONE | $7,573 | $54,980 | $62,553 |
| FARMER, FUQUA & HUFF, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- CHARLES SCHWAB TRUST BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $257,127
- Estimated Expense Ratio: 0.309% 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 | $92,828 | — | — | — | — |
| 2023 | $91,455 | — | — | — | — |
| 2022 | $117,117 | — | — | — | $117,117 |