Plan Snapshot
- Plan Sponsor: The Olympic Club
- Sponsor EIN: 940732930
- Sponsor Address: 524 POST STREET, SAN FRANCISCO, CA, 94102
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $29.5M
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 | 115 | $29.5M | $596,764 | $1.2M |
| 2023 | 105 | $24.5M | $537,668 | $1.1M |
| 2022 | 115 | $19.8M | $479,420 | $1.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $20,742 | — | $20,742 |
| HOOD & STRONG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HOOD & STRONG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,742
- Estimated Expense Ratio: 0.070% of plan assets
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 | $25,712 | $4,970 | — | — | — |
| 2023 | $26,140 | $4,106 | — | — | — |
| 2022 | $25,402 | $3,268 | — | — | — |