# Woodmont Country Club 401(k) Plan
Source: https://planprovider.pro/companies/woodmont-country-club-401k-plan

> Woodmont Country Club's 401(k) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Woodmont Country Club

- **Sponsor EIN:** 520535740

- **Sponsor Address:** 1201 ROCKVILLE PIKE, ROCKVILLE, MD, 208521409

- **Plan Type:** 401(k)

- **Total Participants:** 181

- **Total Assets:** $10.0M

## 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|181|$10.0M|$281,169|$544,269|

| 2023|182|$10.0M|$279,908|$568,031|

| 2022|176|$8.7M|$261,746|$476,040|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$63,237|—|$63,237|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISORY|—|$25,627|$25,627|

| PB MARES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [PB MARES, LLP](https://planprovider.pro/provider/pbmares-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $88,864

- **Estimated Expense Ratio:** 0.886% 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|$63,237|—|$63,237|—|—|

| 2023|$52,822|—|$52,822|—|—|

| 2022|$52,469|—|$52,469|—|—|

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