# Myers Park Country Club 401(k) Plan
Source: https://planprovider.pro/companies/myers-park-country-club-401k-plan

> Myers Park Country Club's 401(k) plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Myers Park Country Club

- **Sponsor EIN:** 560333840

- **Sponsor Address:** 2415 ROSWELL AVENUE, CHARLOTTE, NC, 28209

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

- **Total Participants:** 222

- **Total Assets:** $6.5M

## 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|222|$6.5M|$205,726|$443,694|

| 2023|145|$6.5M|$198,228|$432,622|

| 2022|131|$5.4M|$177,535|$375,497|

## 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|

| MMA SECURITIES LLC|Investment Advisor|$23,483|—|$23,483|

| TRANSAMERICA RETIREMENT SOLUTIONS|Recordkeeper|$21,566|—|$21,566|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — Investment Advisor

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,049

- **Estimated Expense Ratio:** 0.694% 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|$45,049|$23,483|—|—|—|

| 2023|$43,880|$25,000|—|—|—|

| 2022|$41,704|$25,000|—|—|—|

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