Plan Snapshot
- Plan Sponsor: Greensboro Country Club
- Sponsor EIN: 560245080
- Sponsor Address: 410 SUNSET DRIVE, GREENSBORO, NC, 27408
- Plan Type: 401(k)
- Total Participants: 384
- Total Assets: $5.4M
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 | 384 | $5.4M | $174,713 | $345,238 |
| 2023 | 435 | $4.5M | $152,030 | $298,208 |
| 2022 | 276 | $3.5M | $129,070 | $255,071 |
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 |
|---|---|---|---|---|
| STANLEY BENEFIT SERVICES INC | Other Service Provider | $11,798 | — | $11,798 |
| FUND DIRECT ADVISORS | Other Service Provider | $9,350 | — | $9,350 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,148
- Estimated Expense Ratio: 0.393% 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 | $21,148 | — | — | — | — |
| 2023 | $16,233 | — | $16,233 | — | — |
| 2022 | $14,607 | — | — | — | $14,607 |