Plan Snapshot
- Plan Sponsor: Golf Management Operating, LLC
- Sponsor EIN: 880528324
- Sponsor Address: THREE LINCOLN CENTRE, DALLAS, TX, 75240
- Plan Type: 401(k)
- Total Participants: 2,556
- Total Assets: $38.8M
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 | 2,556 | $38.8M | $4.0M | $701,006 |
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 |
|---|---|---|---|---|
| TA RETIREMENT SOLUTIONS, LLC | RECORDKEEPER | $84,924 | — | $84,924 |
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $27,676 | — | $27,676 |
| KESTRA ADVISORY SERVICES, LLC | INVESTMENT ADVISOR | $18,990 | — | $18,990 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TA RETIREMENT SOLUTIONS, LLC — RECORDKEEPER
- THE VANGUARD GROUP, INC. — RECORDKEEPER
- KESTRA ADVISORY SERVICES, LLC — INVESTMENT ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,590
- Estimated Expense Ratio: 0.340% 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 | $138,259 | $18,990 | — | — | — |