Plan Snapshot
- Plan Sponsor: Bath & Tennis Club, INC.
- Sponsor EIN: 590156870
- Sponsor Address: 1170 SOUTH OCEAN BLVD., PALM BEACH, FL, 33480
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 148 | $12.9M | $374,119 | $326,364 |
| 2023 | 140 | $11.8M | $372,472 | $354,443 |
| 2022 | 133 | $10.4M | $351,470 | $356,149 |
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 |
|---|---|---|---|---|
| CARR RIGGS & INGRAM | Auditor | — | — | $0 |
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 | $8,819 | — | $8,819 | — | — |
| 2023 | $6,217 | — | $6,217 | — | — |
| 2022 | $9,572 | — | $9,572 | — | — |