# Los Altos Golf & Country Club 401(k) Plan
Source: https://planprovider.pro/companies/los-altos-golf-country-club-401k-plan

> Los Altos Golf & Country Club's 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/petrinovich-pugh-and-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|—|—|

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