# Z-Golf Course Food And Beverage 401(k) Plan
Source: https://planprovider.pro/companies/z-golf-course-food-and-beverage-401k-plan

> Z-Golf Course Food And Beverage's 401(k) plan: 595 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Z-Golf Course Food And Beverage

- **Sponsor EIN:** 770528139

- **Sponsor Address:** 43385 BUSINESS PARK DRIVE, TEMECULA, CA, 92590

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

- **Total Participants:** 595

- **Total Assets:** $15.2M

## 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|595|$15.2M|$871,156|$1.6M|

| 2023|517|$13.0M|$726,565|$1.4M|

| 2022|422|$9.7M|$563,419|$1.1M|

## 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|

| LPL FINANCIAL|INVESTMENT/FINANCIAL ADVI|$58,630|—|$58,630|

| ADP, INC.|RECORD KEEPER|$10,338|—|$10,338|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,968

- **Estimated Expense Ratio:** 0.454% 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|$68,969|—|—|—|—|

| 2023|$57,619|$51,132|—|—|—|

| 2022|$50,724|—|—|—|—|

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