# Monterey Peninsula Country Club 401(k) Plan
Source: https://planprovider.pro/companies/monterey-peninsula-country-club-401k-plan

> Monterey Peninsula Country Club's 401(k) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Monterey Peninsula Country Club

- **Sponsor EIN:** 941451412

- **Sponsor Address:** 3000 CLUB ROAD, PEBBLE BEACH, CA, 93953

- **Plan Type:** 401(k)

- **Total Participants:** 242

- **Total Assets:** $13.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|242|$13.2M|$308,890|$823,376|

| 2023|234|$11.5M|$258,435|$758,222|

| 2022|251|$9.3M|$189,306|$647,389|

## 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|

| JOHANSON AND YAU|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|$3,350|—|$3,100|—|—|

| 2023|$4,400|—|$3,900|—|—|

| 2022|$3,950|—|—|—|—|

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