Retirement plan

MILL RIVER COUNTRY CLUB 401(K) PLAN

Name: MILL RIVER COUNTRY CLUB - MILL RIVER COUNTRY CLUB 401(K) PLAN (2025) Form 5500
Creator: MILL RIVER COUNTRY CLUB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILL RIVER COUNTRY CLUB 401(K) PLAN, MILL RIVER COUNTRY CLUB

MILL RIVER COUNTRY CLUBEIN 06-0453620Plan #001PY 2025

4567 MAIN STREET - STRATFORD, CT 06614203-375-5641themillriverclub.comLinkedIn51-200 employeesresearch

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$82K

+59.0% from 2024

Total participants

+23.1% from 2024

Average account balance

$13,724

+6.0% from 2024

Annual return

21.71%

+4.31 pp from 2024

Benchmarks

See 8,171 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,171 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$82K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$14K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.71%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$63

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$377

$27 / participant

Other / not subdivided$377100.0%

% of EOY assets

0.458%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,724

$149,040-90.8%

$120,225-88.6%

$137,256-90.0%

Participation rate

28.6%

75.4%-46.8pp

69.6%-41.0pp

80.0%-51.4pp

Annual return

21.71%

605.68%-584.0pp

439.23%-417.5pp

220.34%-198.6pp

Employer contribution / active EE

$4,350-100.0%

$3,475-100.0%

$4,156-100.0%

Participant deferral / active EE

$1,378

$4,655-70.4%

$3,999-65.5%

$6,407-78.5%

Admin fee / account holder

$63

$6,348-99.0%

$5,696-98.9%

$12,270-99.5%

MILL RIVER COUNTRY CLUB 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILL RIVER COUNTRY CLUB 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion