# The Country Club 401(k) Plan
Source: https://planprovider.pro/companies/the-country-club-401k-plan-003

> The Country Club's 401(k) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|—|

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