St. Andrews Country Club Property Owners Association 401(k) match, vesting and fees
What St. Andrews Country Club Property Owners 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Hollyfield & Thomas, LLC (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.
| St. Andrews Country Club Property Owners Association: employer contribution per participant | $1,580 | |
| Peer median | $1,540 |
| St. Andrews Country Club Property Owners Association: average balance | $39,898 | |
| Peer median | $48,682 |
| St. Andrews Country Club Property Owners Association: admin expenses ÷ assets | 0.88% | |
| 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 were $11.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 342 | $11.6M | $460K | $1,580 | 0.88% | Not published | Form 5500 ↗ |
Common questions
Does St. Andrews Country Club Property Owners Association match 401(k) contributions?
The match terms for the St. Andrews Country Club Property Owners Association, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $460K in employer contributions, about $1,580 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the St. Andrews Country Club Property Owners Association 401(k) match vested?
The vesting schedule for the St. Andrews Country Club Property Owners Association, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the St. Andrews Country Club Property Owners Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Definiti.
I left St. Andrews Country Club Property Owners Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Definiti, (866) 497-5501) or the recordkeeper, Transamerica Retirement Solutions. The St. Andrews Country Club Property Owners Association old 401(k) page lists the contacts from every plan filing. Find an old St. Andrews Country Club Property Owners Association 401(k)
Data from the public Form 5500 annual reports St. Andrews Country Club Property Owners Association filed with the U.S. Department of Labor (plan years 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 St. Andrews Country Club Property Owners Association. Not financial advice. Report a correction · Methodology