Plan Snapshot
- Plan Sponsor: Tamarisk Country Club, INC.
- Sponsor EIN: 951706285
- Sponsor Address: 70240 FRANK SINATRA DRIVE, RANCHO MIRAGE, CA, 92270
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $5.4M
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 | 106 | $5.4M | $0 | $0 |
| 2023 | 111 | $4.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| COACHELLA VALLEY ACCOUNTING & AUDIT | 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 | $3,650 | $1,050 | $2,600 | — | — |
| 2023 | $2,950 | $700 | $2,250 | — | — |