Plan Snapshot
- Plan Sponsor: Washington Golf & Country Club, INC.
- Sponsor EIN: 540426360
- Sponsor Address: 3017 N GLEBE RD, ARLINGTON, VA, 222074228
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $8.4M
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 | 184 | $8.4M | $238,022 | $583,965 |
| 2023 | 178 | $9.1M | $236,573 | $542,649 |
| 2022 | 175 | $7.8M | $217,506 | $481,976 |
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 |
|---|---|---|---|---|
| PB MARES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PB MARES — 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 | $49,382 | $23,787 | — | — | — |
| 2023 | $43,337 | $19,552 | — | — | — |
| 2022 | $42,206 | — | $42,206 | — | — |