Plan Snapshot
- Plan Sponsor: Pebble Beach Company
- Sponsor EIN: 770303209
- Sponsor Address: P.O. BOX 1418, PEBBLE BEACH, CA, 939530567
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 2,575
- Total Assets: $171.1M
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 | 2,575 | $171.1M | $0 | $0 |
| 2024 | 1,970 | $143.7M | $3.9M | $7.3M |
| 2023 | 1,963 | $125.0M | $3.5M | $6.7M |
| 2022 | 2,342 | $105.0M | $3.3M | $6.1M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | Investment Advisor | $37,370 | — | $37,370 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $19,763 | — | $19,763 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,133
- Estimated Expense Ratio: 0.033% 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 | $8,455,740 | $37,369 | — | — | — |
| 2024 | $61,070 | $32,796 | — | — | — |
| 2023 | $41,644 | $25,752 | $300 | — | — |
| 2022 | $68,812 | $22,123 | — | — | — |