Plan Snapshot
- Plan Sponsor: Royal Oaks Country Club, INC.
- Sponsor EIN: 751291969
- Sponsor Address: 7915 GREENVILLE AVE, DALLAS, TX, 752313204
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $7.7M
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 | 190 | $7.7M | $200,871 | $610,973 |
| 2023 | 118 | $6.4M | $208,631 | $621,035 |
| 2022 | 120 | $4.9M | $187,737 | $572,422 |
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 |
|---|---|---|---|---|
| THE CJ CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE CJ CPA GROUP, PLLC — 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 | $44,032 | $17,742 | — | — | — |
| 2023 | $57,280 | — | $57,280 | — | — |
| 2022 | $49,389 | — | $49,389 | — | — |