Plan Snapshot
- Plan Sponsor: Troon Golf, L.L.C.
- Sponsor EIN: 860832529
- Sponsor Address: 15044 N SCOTTSDALE ROAD SUITE 300, SCOTTSDALE, AZ, 85254
- Plan Type: 401(k)
- Total Participants: 26,625
- Total Assets: $333.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 26,625 | $333.7M | $7.7M | $47.1M |
| 2023 | 22,681 | $264.6M | $6.4M | $39.1M |
| 2022 | 18,931 | $201.4M | $5.1M | $30.5M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $50,470 | — | $50,470 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,470
- Estimated Expense Ratio: 0.015% 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 | $1,752,669 | $190,254 | — | $50,470 | — |
| 2023 | $1,269,663 | $164,162 | — | $47,120 | — |
| 2022 | $873,377 | $184,277 | $687,741 | — | — |