Plan Snapshot
- Plan Sponsor: Tahoe Club Company, LLC
- Sponsor EIN: 680465142
- Sponsor Address: 13051 FAIRWAY DRIVE, TRUCKEE, CA, 96160
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $2.7M
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 | 64 | $2.7M | $22,880 | $187,726 |
| 2023 | 79 | $2.4M | $21,397 | $184,429 |
| 2022 | 68 | $2.0M | $17,469 | $170,454 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $25,450 | — | $25,450 | — | — |
| 2023 | $21,810 | — | $21,810 | — | — |
| 2022 | $20,803 | — | $20,803 | — | — |