# Bainbridge Communities Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bainbridge-communities-management-llc-401k-plan

> Bainbridge Communities Management, LLC's 401(k) plan: 450 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — 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|

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