# Daniel Island Golf Club, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/daniel-island-golf-club-llc-401k-plan

> Daniel Island Golf Club, LLC.'s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Daniel Island Golf Club, LLC.

- **Sponsor EIN:** 571092225

- **Sponsor Address:** 600 ISLAND PARK DRIVE, CHARLESTON, SC, 29492

- **Plan Type:** 401(k)

- **Total Participants:** 155

- **Total Assets:** $7.0M

## 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|155|$7.0M|$298,996|$519,476|

| 2023|144|$5.6M|$286,900|$478,893|

| 2022|130|$4.3M|$255,251|$423,038|

## 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|

| ALERUS FINANCIAL|RECORD KEEPER|$10,283|—|$10,283|

| DCPAS, LLC DBA DAVIS & COMPANY CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DCPAS, LLC DBA DAVIS & COMPANY CPAS](https://planprovider.pro/provider/davis-law-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,283

- **Estimated Expense Ratio:** 0.147% 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|$10,283|$6,101|—|—|—|

| 2023|$8,769|—|—|—|—|

| 2022|$9,453|$4,803|$3,850|—|—|

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