Plan Snapshot
- Plan Sponsor: Northwood Club, INC.
- Sponsor EIN: 750723170
- Sponsor Address: 6524 ALPHA RD, DALLAS, TX, 75240
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 143 | $6.4M | $193,564 | $513,166 |
| 2023 | 118 | $5.6M | $175,209 | $443,088 |
| 2022 | 113 | $4.5M | $155,300 | $395,136 |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
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 | $48,790 | $26,107 | — | — | — |
| 2023 | $40,647 | $22,292 | — | — | — |
| 2022 | $30,442 | $16,289 | $14,153 | — | — |