Plan Snapshot
- Plan Sponsor: Colonial Country Club
- Sponsor EIN: 750201774
- Sponsor Address: 3735 COUNTRY CLUB CIRCLE, FORT WORTH, TX, 76109
- Plan Type: 401(k)
- Total Participants: 429
- Total Assets: $8.3M
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 | 429 | $8.3M | $191,871 | $423,553 |
| 2023 | 155 | $8.6M | $201,444 | $425,874 |
| 2022 | 129 | $7.0M | $168,534 | $385,661 |
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 |
|---|---|---|---|---|
| CONDON O'MEARA MCGINTY & DONNELL | Auditor | — | — | $0 |
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 | $1,968,119 | — | $12,804 | — | — |
| 2023 | $4,318 | $5 | — | — | — |
| 2022 | $380 | — | — | — | — |