Plan Snapshot
- Plan Sponsor: Congressional Country Club, INC.
- Sponsor EIN: 530050980
- Sponsor Address: 8500 RIVER RD, BETHESDA, MD, 208172635
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $22.3M
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 | 292 | $22.3M | $588,051 | $1.1M |
| 2023 | 287 | $20.5M | $536,753 | $993,264 |
| 2022 | 257 | $17.5M | $488,813 | $906,176 |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | 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 | $46,529 | — | $46,529 | — | — |
| 2023 | $45,868 | — | $45,868 | — | — |
| 2022 | $44,054 | — | $44,054 | — | — |