Plan Snapshot
- Plan Sponsor: Hillcrest Country Club
- Sponsor EIN: 950831590
- Sponsor Address: 10000 W PICO BLVD, LOS ANGELES, CA, 900643417
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 191 | $15.1M | $641,053 | $887,733 |
| 2023 | 182 | $12.3M | $532,199 | $746,531 |
| 2022 | 173 | $10.2M | $447,615 | $641,194 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $73,746 | — | $73,746 |
| RESOURCES INVESTMENT ADVISORS | INVESTMENT ADVISORY | — | $29,135 | $29,135 |
| EGAN CPA'S LP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,881
- Estimated Expense Ratio: 0.680% 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 | $73,747 | — | $73,747 | — | — |
| 2023 | $59,186 | — | $59,186 | — | — |
| 2022 | $55,138 | — | $55,138 | — | — |