Round Hill Country Club 401(k) match, vesting and fees
What Round Hill Country 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 Investments Institutional | Schedule C ↗ |
| Independent auditor | Aprio LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 320 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Round Hill Country Club: employer contribution per participant | $1,420 | |
| Peer median | $1,598 |
| Round Hill Country Club: average balance | $42,798 | |
| Peer median | $50,224 |
| Round Hill Country Club: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.40% |
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 $8.1M at the end of plan year 2021 to $10.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 357 | $10.4M | $344K | $1,420 | 0.36% | Not published | Form 5500 ↗ |
| 2024 | 342 | $8.9M | $325K | $1,490 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 233 | $7.4M | $291K | $1,414 | 0.73% | Not published | Form 5500 ↗ |
| 2022 | 236 | $6.9M | $251K | $1,197 | 0.59% | Not published | Form 5500 ↗ |
| 2021 | 159 | $8.1M | $185K | $1,202 | 0.60% | Not published | Form 5500 ↗ |
Common questions
Does Round Hill Country Club match 401(k) contributions?
The match terms for the Round Hill Country Club 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $344K in employer contributions, about $1,420 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Round Hill Country Club 401(k) match vested?
The vesting schedule for the Round Hill Country Club 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Round Hill Country Club 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Round Hill Country Club.
I left Round Hill Country Club. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Round Hill Country Club, (925) 552-4505) or the recordkeeper, Fidelity Investments Institutional. The Round Hill Country Club old 401(k) page lists the contacts from every plan filing. Find an old Round Hill Country Club 401(k)
Data from the public Form 5500 annual reports Round Hill Country Club filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Round Hill Country Club. Not financial advice. Report a correction · Methodology