Plan Snapshot
- Plan Sponsor: Marietta Country Club, INC.
- Sponsor EIN: 580336450
- Sponsor Address: 1400 MARIETTA COUNTRY CLUB DRIVE, KENNESAW, GA, 30152
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 61
- Total Assets: $14,141
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 61 | $14,141 | $442,502 | $200,494 |
| 2023 | 61 | $23,101 | $409,740 | $175,141 |
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 |
|---|---|---|---|---|
| CAPSTONE HIRE BENEFITS CONSULTING L | Investment Advisor | $28,320 | — | $28,320 |
| THE BENECON GROUP | Investment Advisor | $14,044 | — | $14,044 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $8,010 | — | $8,010 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,374
- Estimated Expense Ratio: 356.227% 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 | $685,997 | — | — | — | — |
| 2023 | $598,488 | — | — | — | — |