Birnam Wood Golf Club 401(k) match, vesting and fees
What Birnam Wood Golf Club's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Workplace Services LLC | Schedule C ↗ |
| Independent auditor | Hutchinson and Bloodgood LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Birnam Wood Golf Club: employer contribution per participant | $2,355 | |
| Peer median | $1,540 |
| Birnam Wood Golf Club: average balance | $89,784 | |
| Peer median | $48,682 |
| Birnam Wood Golf Club: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.7M at the end of plan year 2021 to $10.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 184 | $10.2M | $269K | $2,355 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 161 | $9.1M | $214K | $1,877 | — | Not published | Form 5500 ↗ |
| 2022 | 141 | $7.2M | $193K | $1,894 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 110 | $6.7M | $176K | $1,958 | — | Not published | Form 5500 ↗ |
Common questions
Does Birnam Wood Golf Club match 401(k) contributions?
The match terms for the Birnam Wood Golf Club 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $269K in employer contributions, about $2,355 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Birnam Wood Golf Club 401(k) match vested?
The vesting schedule for the Birnam Wood Golf Club 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Birnam Wood Golf Club 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Workplace Services LLC. The plan administrator is Birnam Wood Golf Club.
I left Birnam Wood Golf Club. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Birnam Wood Golf Club, (805) 969-2223) or the recordkeeper, Fidelity Workplace Services LLC. The Birnam Wood Golf Club old 401(k) page lists the contacts from every plan filing. Find an old Birnam Wood Golf Club 401(k)
Data from the public Form 5500 annual reports Birnam Wood Golf Club filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Birnam Wood Golf Club. Not financial advice. Report a correction · Methodology