Bok Tower Garden, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bok Tower Garden, INC.
  • Sponsor EIN: 231352009
  • Sponsor Address: 1151 TOWER BLVD, LAKE WALES, FL, 33853
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 80
  • Total Assets: $5.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202380$5.7M$116,535$285,124
202288$4.4M$244,552$259,801

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