# Marietta Country Club, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/marietta-country-club-inc-580336450-502

> Marietta Country Club, INC.'s Health & Welfare plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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