Daniel Island Golf Club 401(k) match, vesting and fees
What Daniel Island 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 | Alerus Financial | Schedule C ↗ |
| Independent auditor | Dcpas, LLC DBA Davis & Company Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Daniel Island Golf Club: employer contribution per participant | $2,062 | |
| Peer median | $1,680 |
| Daniel Island Golf Club: average balance | $48,039 | |
| Peer median | $52,722 |
| Daniel Island Golf Club: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.39% |
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 $5M at the end of plan year 2021 to $7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 185 | $7M | $299K | $2,062 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 170 | $5.6M | $287K | $2,157 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 152 | $4.3M | $255K | $2,058 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 161 | $5M | $239K | $1,912 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Daniel Island Golf Club match 401(k) contributions?
The match terms for the Daniel Island Golf Club 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $299K in employer contributions, about $2,062 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Daniel Island Golf Club 401(k) match vested?
The vesting schedule for the Daniel Island Golf Club 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Daniel Island Golf Club 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Alerus Financial. The plan administrator is Daniel Island Golf Club, Llc..
I left Daniel Island Golf Club. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Daniel Island Golf Club, Llc., (910) 215-0162) or the recordkeeper, Alerus Financial. The Daniel Island Golf Club old 401(k) page lists the contacts from every plan filing. Find an old Daniel Island Golf Club 401(k)
Data from the public Form 5500 annual reports Daniel Island 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 Daniel Island Golf Club. Not financial advice. Report a correction · Methodology