# Boca West Country Club, INC. 401(k) Plan
Source: https://planprovider.pro/companies/boca-west-country-club-inc-401k-plan

> Boca West Country Club, INC.'s 401(k) plan: 392 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [HOLYFIELD & THOMAS](https://planprovider.pro/provider/holyfield-and-thomas-llc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/boca-west-country-club-inc-401k-plan)

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