Plan Snapshot
- Plan Sponsor: Tennis Equities, INC. Dba Sawmill Club
- Sponsor EIN: 132704066
- Sponsor Address: 77 KENSICO DRIVE, MOUNT KISCO, NY, 10549
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $38,903 | $118,978 |
| 2023 | 94 | $7.4M | $83,432 | $250,294 |
| 2022 | 59 | $6.4M | $78,759 | $242,511 |
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 |
|---|---|---|---|---|
| WHITTLESEY PC | 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 | $8,736,865 | — | $7,738 | — | — |
| 2023 | $421,115 | — | $22,652 | — | — |
| 2022 | $14,953 | $2,086 | — | — | — |