# Barron Collier Partnership 401(k) Plan
Source: https://planprovider.pro/companies/barron-collier-partnership-401k-plan

> Barron Collier Partnership's 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$6,431|—|$6,431|

| 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](https://planprovider.pro/provider/hsctuscan-and-company-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,431

- **Estimated Expense Ratio:** 0.019% 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|$6,432|—|$6,432|—|—|

| 2023|$5,328|—|$5,328|—|—|

| 2022|$5,713|—|$5,713|—|—|

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