Plan Snapshot
- Plan Sponsor: The Country Club
- Sponsor EIN: 041212940
- Sponsor Address: 191 CLYDE STREET, CHESTNUT HILL, MA, 02467
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $18.1M
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 | 239 | $18.1M | $418,366 | $804,046 |
| 2023 | 178 | $17.0M | $373,970 | $782,188 |
| 2022 | 176 | $14.7M | $409,115 | $733,385 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $55,068 | $25,375 | — | — | — |
| 2023 | $47,854 | $62,073 | — | — | — |
| 2022 | $44,713 | — | — | — | — |