Plan Snapshot
- Plan Sponsor: Pga Tour, INC
- Sponsor EIN: 520999206
- Sponsor Address: 112 PGA TOUR BLVD., PONTE VEDRA BEACH, FL, 320823046
- Plan Type: 401(k)
- Total Participants: 2,909
- Total Assets: $290.8M
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 | 2,909 | $290.8M | $7.5M | $19.1M |
| 2023 | 2,928 | $244.3M | $5.2M | $17.4M |
| 2022 | 2,677 | $198.5M | $3.0M | $15.3M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $42,087 | — | $42,087 |
| GALLAGHER FIDUCIARY ADVISORS LLC | NONE | $41,500 | — | $41,500 |
| FAYEZ SAROFIM & CO | NONE | $37,076 | — | $37,076 |
| ASSURANCE DIMENSIONS | NONE | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- ASSURANCE DIMENSIONS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,663
- Estimated Expense Ratio: 0.044% 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 | $151,754 | $118,804 | $2,538 | $8,000 | — |
| 2023 | $127,771 | $100,844 | $1,838 | $8,000 | — |
| 2022 | $103,877 | $69,323 | — | — | $10,000 |