Plan Snapshot
- Plan Sponsor: Tetherow Golf Course LLC
- Sponsor EIN: 264348098
- Sponsor Address: 61240 SKYLINE RANCH ROAD, BEND, OR, 97702
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $3.3M
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 | 174 | $3.3M | $159,515 | $377,323 |
| 2023 | 169 | $2.9M | $149,582 | $371,784 |
| 2022 | 164 | $2.1M | $138,834 | $368,992 |
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 |
|---|---|---|---|---|
| JONES & ROTH, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH, P.C. — 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 | $27,320 | $7,854 | — | — | — |
| 2023 | $21,961 | — | $990 | — | — |
| 2022 | $20,603 | — | — | — | $20,603 |