# Southern Hills Country Club 401(k) Plan
Source: https://planprovider.pro/companies/southern-hills-country-club-401k-plan

> Southern Hills Country Club's 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Hills Country Club

- **Sponsor EIN:** 730475850

- **Sponsor Address:** 2636 E. 61ST, TULSA, OK, 74136

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

- **Total Participants:** 194

- **Total Assets:** $11.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|194|$11.5M|$477,901|$636,302|

| 2023|151|$12.5M|$405,087|$556,108|

| 2022|134|$13.6M|$365,482|$551,428|

## 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|

| PBMARES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — 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|$8,216|$950|—|—|—|

| 2023|$9,803|$2,332|—|—|—|

| 2022|$14,274|—|—|—|$14,274|

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