· 2022–2024 · DOL EFAST2

BERKELEY HILLS COUNTRY CLUB, INC. — BERKELEY HILLS COUNTRY CLUB RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240915143653NAL0001544434001

BERKELEY HILLS COUNTRY CLUB, INC.

Form 5500-SF

FILING_RECEIVED

BERKELEY HILLS COUNTRY CLUB RETIREMENT PLAN

401(k) retirement plan

Active participants

41

Accounts w/ balance

9

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

42

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKELEY HILLS COUNTRY CLUB, INC..

Plan sponsor

Name

BERKELEY HILLS COUNTRY CLUB, INC.

EIN

58-1533854

Address

2300 POND ROAD · DULUTH, GA · 30096

Phone

(770) 448-8353

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Name

FIRST PARTY ADMINISTRATOR, LLC

EIN

46-2023154

City

ATLANTA, GA

Phone

(678) 500-9551

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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