Plan Snapshot
- Plan Sponsor: Trustees Of California Assoc. Of Golf And Private Clubs Welfare
- Sponsor EIN: 816716859
- Sponsor Address: P.O. BOX 4, DIABLO, CA, 945280004
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 38,318
- Total Assets: $1.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 38,318 | $1.8M | $115.2M | $901,363 |
| 2023 | 60,743 | $713,297 | $116.2M | $920,114 |
| 2022 | 36,578 | $397,091 | $97.4M | $813,367 |
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 |
|---|---|---|---|---|
| ACRISURE, LLC | Other Service Provider | $15,599,852 | — | $15,599,852 |
| EMPLOYEE BENEFIT SPECIALIST | Recordkeeper | $709,879 | — | $709,879 |
| WITHUMSMITH+BROWN, PC | Auditor | — | $20,696 | $20,696 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE BENEFIT SPECIALIST — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,330,427
- Estimated Expense Ratio: 913.909% 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 | $16,309,731 | — | $16,309,731 | — | — |
| 2023 | $16,255,752 | — | $16,255,752 | — | — |
| 2022 | $14,066,910 | — | $14,066,910 | — | — |