Plan Snapshot
- Plan Sponsor: The Professional Golfers' Association Of America
- Sponsor EIN: 590785835
- Sponsor Address: 1916 PGA PARKWAY, FRISCO, TX, 75033
- Plan Type: 401(k)
- Total Participants: 508
- Total Assets: $71.0M
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 | 508 | $71.0M | $1.8M | $3.2M |
| 2023 | 482 | $60.6M | $1.6M | $3.0M |
| 2022 | 492 | $52.0M | $1.5M | $2.6M |
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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS CO | RECORDKEEPER | $54,624 | — | $54,624 |
| EMPOWER ADVISORY GROUP | INVESTMENT MGMT | $11,790 | — | $11,790 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,414
- Estimated Expense Ratio: 0.094% 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 | $66,414 | $11,790 | — | — | — |
| 2023 | $46,900 | — | $46,900 | — | — |
| 2022 | $90,634 | — | — | — | $90,634 |