# River Oaks Country Club 401(k) Plan
Source: https://planprovider.pro/companies/river-oaks-country-club-401k-plan

> River Oaks Country Club's 401(k) plan: 418 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** River Oaks Country Club

- **Sponsor EIN:** 740865200

- **Sponsor Address:** 1600 RIVER OAKS BLVD., HOUSTON, TX, 77019

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

- **Total Participants:** 418

- **Total Assets:** $27.0M

## 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|418|$27.0M|$1.1M|$929,123|

| 2023|221|$24.2M|$1.2M|$893,151|

| 2022|216|$19.5M|$650,776|$845,794|

## 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|

| CAMBRIDGE INVESTMENT RESEARCH|ADVISOR|$37,061|—|$37,061|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$34,952|—|$34,952|

| WITHUMSMITH BROWN PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [WITHUMSMITH BROWN PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,013

- **Estimated Expense Ratio:** 0.266% 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|$72,025|$37,073|—|—|—|

| 2023|$61,453|$31,340|—|—|—|

| 2022|$66,023|—|—|—|—|

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