Plan Snapshot
- Plan Sponsor: Barron Collier Partnership
- Sponsor EIN: 650247894
- Sponsor Address: 2600 GOLDEN GATE PKWY, NAPLES, FL, 341053227
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $33.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 158 | $33.3M | $478,260 | $1.3M |
| 2023 | 163 | $30.5M | $465,802 | $1.3M |
| 2022 | 144 | $26.5M | $392,463 | $1.0M |
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 |
|---|---|---|---|---|
| HSC/TUSCAN & COMPANY, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HSC/TUSCAN & COMPANY, PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,432 | — | $6,432 | — | — |
| 2023 | $5,328 | — | $5,328 | — | — |
| 2022 | $5,713 | — | $5,713 | — | — |