Plan Snapshot
- Plan Sponsor: Pga Tour, INC.
- Sponsor EIN: 520999206
- Sponsor Address: 112 PGA TOUR BOULEVARD, PONTE VEDRA BEACH, FL, 32082
- Plan Type: DB
- Total Participants: 1,126
- Total Assets: $339.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,126 | $339.2M | $15.6M | $0 |
| 2023 | 1,249 | $307.2M | $14.6M | $0 |
| 2022 | 1,364 | $271.2M | $19.8M | $0 |
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 | $113,666 | — | $113,666 |
| GALLAGHER BENEFIT SERVICES INC | NONE | $69,000 | — | $69,000 |
| ASSURANCE DIMENSIONS | NONE | $9,500 | — | $9,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- GALLAGHER BENEFIT 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: $192,166
- Estimated Expense Ratio: 0.057% 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 | $418,406 | $69,000 | — | $9,500 | — |
| 2023 | $409,016 | $69,000 | — | $9,500 | — |
| 2022 | $407,770 | $64,500 | — | — | $12,500 |