Plan Snapshot
- Plan Sponsor: The Memphis Country Club
- Sponsor EIN: 620291410
- Sponsor Address: 600 GOODWYN STREET, MEMPHIS, TN, 381112213
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 91 | $6.6M | $228,379 | $325,383 |
| 2023 | 79 | $6.6M | $202,617 | $309,380 |
| 2022 | 84 | $6.0M | $195,877 | $287,171 |
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 |
|---|---|---|---|---|
| REYNOLDS, BONE & GRIESBECK, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REYNOLDS, BONE & GRIESBECK, PLC — 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 | $3,573 | $239 | $2,500 | — | — |
| 2023 | $4,208 | $1,155 | $3,053 | — | — |
| 2022 | $1,618 | — | $1,618 | — | — |