Plan Snapshot
- Plan Sponsor: Marietta Country Club, INC.
- Sponsor EIN: 580336450
- Sponsor Address: 1400 MARIETTA COUNTRY CLUB DRIVE, KENNESAW, GA, 30152
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $3.0M
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 | 304 | $3.0M | $122,035 | $232,614 |
| 2023 | 130 | $2.6M | $119,080 | $215,057 |
| 2022 | 123 | $2.6M | $119,730 | $236,161 |
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 |
|---|---|---|---|---|
| CONDON O'MEARA MCGINTY AND DONNELLY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $370,226 | — | $17,327 | — | — |
| 2023 | $769,532 | — | $12,072 | — | — |
| 2022 | $16,987 | — | — | — | — |