Lakes Country Club Association 401(k) match, vesting and fees
What Lakes Country Club Association'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Coachella Valley Accounting & Audit (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.
| Lakes Country Club Association: employer contribution per participant | $1,888 | |
| Peer median | $1,540 |
| Lakes Country Club Association: average balance | $63,046 | |
| Peer median | $48,682 |
| Lakes Country Club Association: admin expenses ÷ assets | 0.62% | |
| 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 $3.9M at the end of plan year 2021 to $6.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 201 | $6.7M | $200K | $1,888 | 0.62% | Not published | Form 5500 ↗ |
| 2023 | 194 | $5.7M | $184K | $1,941 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 208 | $4.8M | $164K | $1,482 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 145 | $3.9M | $145K | $1,380 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Lakes Country Club Association match 401(k) contributions?
The match terms for the The Lakes Country Club Association, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $200K in employer contributions, about $1,888 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lakes Country Club Association 401(k) match vested?
The vesting schedule for the The Lakes Country Club Association, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lakes Country Club Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is The Lakes Country Club Association, Inc..
I left Lakes Country Club Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Lakes Country Club Association, Inc., (760) 610-8156) or the recordkeeper, Empower Annuity Insurance Company. The Lakes Country Club Association old 401(k) page lists the contacts from every plan filing. Find an old Lakes Country Club Association 401(k)
Data from the public Form 5500 annual reports Lakes Country Club Association 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 Lakes Country Club Association. Not financial advice. Report a correction · Methodology