Plan Snapshot
- Plan Sponsor: Oakland Hills Country Club
- Sponsor EIN: 380888860
- Sponsor Address: 3951 W MAPLE RD, BLOOMFIELD HILLS, MI, 483013221
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 293
- Total Assets: $8.7M
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. |
|---|---|---|---|---|
| 2025 | 293 | $8.7M | $0 | $0 |
| 2024 | 165 | $7.4M | $203,651 | $592,060 |
| 2023 | 139 | $9.0M | $206,561 | $518,877 |
| 2022 | 88 | $7.5M | $145,493 | $499,917 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $27,556 | — | $27,556 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $19,569 | — | $19,569 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,125
- Estimated Expense Ratio: 0.541% 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 |
|---|---|---|---|---|---|
| 2025 | $872,652 | $19,608 | — | — | — |
| 2024 | $74,335 | $62,383 | — | — | — |
| 2023 | $77,957 | $71,593 | — | — | — |
| 2022 | $82,664 | — | — | — | — |