Plan Snapshot
- Plan Sponsor: Boca Woods Country Club Association, INC.
- Sponsor EIN: 592720777
- Sponsor Address: 10471 BOCA WOODS LANE, BOCA RATON, FL, 33428
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 137 | $5.3M | $97,689 | $424,517 |
| 2023 | 190 | $4.6M | $95,019 | $423,242 |
| 2022 | 148 | $3.7M | $74,308 | $330,041 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $6,475 | — | $6,475 |
| GERSTLE, ROSEN & GOLDENBERG, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GERSTLE, ROSEN & GOLDENBERG, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,475
- Estimated Expense Ratio: 0.123% 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 | $6,475 | — | — | — | — |
| 2023 | $6,695 | — | — | — | — |
| 2022 | $6,673 | — | — | — | — |