Tahoe Club 401(k) match, vesting and fees
What Tahoe 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 | The Retirement Advantage Inc | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (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 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Tahoe Club: employer contribution per participant | $106 | |
| Peer median | $1,680 |
| Tahoe Club: average balance | $12,288 | |
| Peer median | $52,722 |
| Tahoe Club: admin expenses ÷ assets | 1.00% | |
| 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 $2.3M at the end of plan year 2021 to $2.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 259 | $2.7M | $23K | $106 | 1.00% | Not published | Form 5500 ↗ |
| 2023 | 282 | $2.4M | $21K | $93 | 0.99% | Not published | Form 5500 ↗ |
| 2022 | 279 | $2M | $17K | $75 | 0.96% | Not published | Form 5500 ↗ |
| 2021 | 242 | $2.3M | $29K | $119 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does Tahoe Club match 401(k) contributions?
The match terms for the Tahoe Club Company, LLC 401(k) Savings & Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $23K in employer contributions, about $106 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tahoe Club 401(k) match vested?
The vesting schedule for the Tahoe Club Company, LLC 401(k) Savings & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tahoe Club 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Retirement Advantage Inc. The plan administrator is Tahoe Club Company, LLC.
I left Tahoe Club. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tahoe Club Company, LLC, (530) 550-5086) or the recordkeeper, The Retirement Advantage Inc. The Tahoe Club old 401(k) page lists the contacts from every plan filing. Find an old Tahoe Club 401(k)
Data from the public Form 5500 annual reports Tahoe 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 Tahoe Club. Not financial advice. Report a correction · Methodology