Plan Snapshot
- Plan Sponsor: Round Hill Country Club
- Sponsor EIN: 941477764
- Sponsor Address: 3169 ROUNDHILL ROAD, ALAMO, CA, 94507
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 301 | $8.9M | $324,738 | $513,423 |
| 2023 | 175 | $7.4M | $291,326 | $476,691 |
| 2022 | 165 | $6.9M | $251,300 | $393,356 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $14,983 | — | $14,983 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,983
- Estimated Expense Ratio: 0.168% 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 | $14,984 | $1 | — | — | — |
| 2023 | $51,782 | — | — | $6,600 | — |
| 2022 | $44,011 | $12,518 | — | — | $31,493 |