Plan Snapshot
- Plan Sponsor: Bainbridge Communities Management, LLC
- Sponsor EIN: 262952811
- Sponsor Address: 12765 W. FOREST HILL BLVD, WELLINGTON, FL, 33414
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 450 | $9.9M | $396,820 | $1.2M |
| 2023 | 409 | $9.2M | $369,389 | $1.2M |
| 2022 | 385 | $8.2M | $365,262 | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CBIZ CPAS P.C | AUDITOR | $24,650 | — | $24,650 |
| GALLAGHER FIDUCIARY ADVISORS LLC | FINANCIAL ADVISOR | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS LLC — FINANCIAL ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,650
- Estimated Expense Ratio: 0.348% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $50,204 | $13,129 | $11,525 | $24,650 | — |
| 2023 | $54,627 | $10,000 | $6,102 | $23,400 | — |
| 2022 | $18,776 | — | — | — | $18,776 |