# Pebble Beach Company 401(k) Plan
Source: https://planprovider.pro/companies/pebble-beach-company-401k-plan

> Pebble Beach Company's 401(k) plan: 1,970 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pebble Beach Company

- **Sponsor EIN:** 770303209

- **Sponsor Address:** P.O. BOX 1418, PEBBLE BEACH, CA, 939530567

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

- **Total Participants:** 1,970

- **Total Assets:** $143.7M

## 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.|

| 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 ADVISORS, INC.|ADVISOR|$32,797|—|$32,797|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$28,274|—|$28,274|

| ERNST & YOUNG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ERNST & YOUNG, LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,071

- **Estimated Expense Ratio:** 0.043% 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|$61,070|$32,796|—|—|—|

| 2023|$41,644|$25,752|$300|—|—|

| 2022|$68,812|$22,123|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pebble-beach-company-401k-plan)

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