# Roger Cleveland Golf Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/roger-cleveland-golf-co-inc-401k-plan

> Roger Cleveland Golf Co., INC.'s 401(k) plan: 589 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roger Cleveland Golf Co., INC.

- **Sponsor EIN:** 953838879

- **Sponsor Address:** 5601 SKYLAB ROAD, HUNTINGTON BEACH, CA, 92647

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

- **Total Participants:** 589

- **Total Assets:** $53.8M

## 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|589|$53.8M|$1.6M|$3.1M|

| 2023|483|$45.0M|$1.4M|$2.8M|

| 2022|438|$37.2M|$1.2M|$2.4M|

## 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 ANNUITY INS. CO. OF AMERICA|RECORD- KEEPER|$47,542|—|$47,542|

| SFG RETIREMENT PLAN CONSULTING, LLC|ADVISOR|$46,000|—|$46,000|

| PENSION BENEFITS UNLIMITED, INC.|CONTRACT ADMIN|$6,039|—|$6,039|

| WINDES, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WINDES, INC.](https://planprovider.pro/provider/windes-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $99,581

- **Estimated Expense Ratio:** 0.185% 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|$99,377|$46,000|$6,039|—|—|

| 2023|$82,102|$48,333|—|—|—|

| 2022|$77,899|$40,000|$37,899|—|—|

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