Plan Snapshot
- Plan Sponsor: Los Altos Golf & Country Club
- Sponsor EIN: 940639250
- Sponsor Address: 1560 COUNTRY CLUB ROAD, LOS ALTOS, CA, 94024
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $10.0M
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 | 93 | $10.0M | $296,558 | $406,773 |
| 2023 | 91 | $8.9M | $253,101 | $333,515 |
| 2022 | 82 | $7.6M | $220,407 | $288,142 |
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 INS. CO. OF AMERICA | RECORDKEEPER | $18,110 | — | $18,110 |
| VITA PLANNING GROUP LLC | INVESTMENT ADVISOR | $13,746 | — | $13,746 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,272 | — | $6,272 |
| PETRINOVICH PUGH & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PETRINOVICH PUGH & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,128
- Estimated Expense Ratio: 0.383% 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 | $38,126 | $6,272 | — | — | — |
| 2023 | $34,673 | $18,524 | — | — | — |
| 2022 | $32,183 | $18,176 | $14,007 | — | — |