Plan Snapshot
- Plan Sponsor: Sherwood Country Club
- Sponsor EIN: 770228228
- Sponsor Address: 320 W STAFFORD RD, THOUSAND OAKS, CA, 91361
- Plan Type: 401(k)
- Total Participants: 287
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 287 | $6.5M | $291,547 | $599,643 |
| 2023 | 234 | $5.5M | $231,495 | $494,058 |
| 2022 | 224 | $4.2M | $160,153 | $358,241 |
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 |
|---|---|---|---|---|
| PETRINOVICH PUGH AND COMPANY LLP | Auditor | — | — | $0 |
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 | $1,313 | $626 | — | — | — |
| 2023 | $810 | $199 | — | — | — |
| 2022 | $224 | $13 | — | — | — |