Retirement plan

BERKELEY HILLS COUNTRY CLUB RETIREMENT PLAN

Name: BERKELEY HILLS COUNTRY CLUB, INC. - BERKELEY HILLS COUNTRY CLUB RETIREMENT PLAN (2024) Form 5500
Creator: BERKELEY HILLS COUNTRY CLUB, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERKELEY HILLS COUNTRY CLUB RETIREMENT PLAN, BERKELEY HILLS COUNTRY CLUB, INC.

BERKELEY HILLS COUNTRY CLUB, INC.EIN 58-1533854Plan #001PY 2024

2300 POND ROAD - DULUTH, GA 30096770-448-8353

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$255K

+20.4% from 2023

Total participants

0.0% from 2023

Average account balance

$28,281

+20.4% from 2023

Annual return

11.50%

+2.60 pp from 2023

Benchmarks

See 3,318 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort3,318 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$255K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

22.0%

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

$461

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

+11.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33

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 codes2E2J2F2G3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$301

$7 / participant

Other / not subdivided$301100.0%

% of EOY assets

0.118%

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

$28,281

$51,642-45.2%

$129,384-78.1%

$80,935-65.1%

Participation rate

14.6%

56.9%-42.3pp

69.6%-55.0pp

67.7%-53.0pp

Annual return

11.50%

20.78%-9.3pp

9461.77%-9450.3pp

35.66%-24.2pp

Employer contribution / active EE

$1,583-100.0%

$4,153-100.0%

$2,757-100.0%

Participant deferral / active EE

$461

$2,670-82.7%

$4,166-88.9%

$4,299-89.3%

Admin fee / account holder

$33

$4,312-99.2%

$7,686-99.6%

$6,924-99.5%

BERKELEY HILLS COUNTRY CLUB RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERKELEY HILLS COUNTRY CLUB RETIREMENT 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