# La Jolla Beach And Tennis Club Partners L.P. 401(k) Plan
Source: https://planprovider.pro/companies/la-jolla-beach-and-tennis-club-inc-401k-plan

> La Jolla Beach And Tennis Club Partners L.P.'s 401(k) plan: 405 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** La Jolla Beach And Tennis Club Partners L.P.

- **Sponsor EIN:** 330265921

- **Sponsor Address:** 2000 SPINDRIFT DR., LA JOLLA, CA, 92037

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

- **Total Participants:** 405

- **Total Assets:** $8.8M

## 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|405|$8.8M|$279,981|$745,689|

| 2023|382|$8.0M|$256,326|$691,656|

| 2022|232|$7.0M|$77,415|$449,823|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$39,433|—|$39,433|

| COMPLIANCE ADMINISTRATION DBA|OTHER|$22,609|—|$22,609|

| REDWOOD PRIVATE WEALTH, LLC|INVESTMENT ADVISOR|$20,842|—|$20,842|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$5,916|—|$5,916|

| LING & BOUMAN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LING & BOUMAN, LLP](https://planprovider.pro/provider/ling-and-bouman-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $88,800

- **Estimated Expense Ratio:** 1.015% 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|$93,486|$31,444|—|—|—|

| 2023|$60,833|$22,890|—|—|—|

| 2022|$53,823|$22,435|$31,388|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/la-jolla-beach-and-tennis-club-inc-401k-plan)

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