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

> Colonial Country Club's 401(k) plan: 429 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [River Oaks Country Club](https://planprovider.pro/companies/river-oaks-country-club-401k-plan) — 418 participants

- [Houston Zoo, INC.](https://planprovider.pro/companies/houston-zoo-inc-401k-plan) — 407 participants

- [Otf Fitness Partners Houston LLC](https://planprovider.pro/companies/otf-fitness-partners-houston-llc-401k-plan) — 457 participants

- [Drive Shack INC.](https://planprovider.pro/companies/drive-shack-inc-401k-plan) — 398 participants

- [The Professional Golfers' Association Of America](https://planprovider.pro/companies/the-professional-golfers-association-of-america-plan-004) — 383 participants

- [Dallas Country Club](https://planprovider.pro/companies/dallas-country-club-401k-plan) — 379 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/colonial-country-club-401k-plan)

© 2026 PlanProvider.Pro