Plan Snapshot
- Plan Sponsor: The Shady Canyon Golf Club, INC.
- Sponsor EIN: 330965956
- Sponsor Address: 100 SHADY CANYON DRIVE, IRVINE, CA, 92603
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $11.2M
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 | 191 | $11.2M | $288,684 | $571,938 |
| 2023 | 187 | $12.1M | $269,256 | $574,567 |
| 2022 | 187 | $10.2M | $233,997 | $519,162 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $28,123 | — | $28,123 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $10,000 | — | $10,000 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $9,707 | — | $9,707 |
| EGAN & EGAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,830
- Estimated Expense Ratio: 0.428% 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 | $47,830 | $19,707 | — | — | — |
| 2023 | $46,555 | $18,098 | — | — | — |
| 2022 | $44,510 | $15,375 | $29,135 | — | — |