Plan Snapshot
- Plan Sponsor: Prestonwood Country Club, INC.
- Sponsor EIN: 561750016
- Sponsor Address: 300 PRESTONWOOD PKWY., CARY, NC, 27513
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $9.3M
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 | 206 | $9.3M | $229,271 | $361,142 |
| 2023 | 171 | $8.4M | $209,851 | $336,227 |
| 2022 | 151 | $6.3M | $185,717 | $293,117 |
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 |
|---|---|---|---|---|
| HUGHES, PITTMAN & GUPTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUGHES, PITTMAN & GUPTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,221,647 | — | $484 | — | — |
| 2023 | $142,563 | — | $5,209 | — | — |
| 2022 | $5,413 | — | — | — | — |