Plan Snapshot
- Plan Sponsor: Boca West Country Club, INC.
- Sponsor EIN: 592596122
- Sponsor Address: 20583 BOCA WEST DRIVE, BOCA RATON, FL, 33434
- Plan Type: 401(k)
- Total Participants: 392
- Total Assets: $23.3M
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 | 392 | $23.3M | $596,062 | $1.5M |
| 2023 | 358 | $21.0M | $501,747 | $1.3M |
| 2022 | 331 | $18.1M | $463,177 | $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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $53,815 | — | $53,815 |
| HOLYFIELD & THOMAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- HOLYFIELD & THOMAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,815
- Estimated Expense Ratio: 0.231% 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 | $58,154 | $4,339 | $53,815 | — | — |
| 2023 | $51,419 | $3,846 | $47,573 | — | — |
| 2022 | $50,229 | $3,922 | $46,307 | — | — |