Plan Snapshot
- Plan Sponsor: Bonita Bay Club, INC.
- Sponsor EIN: 270155624
- Sponsor Address: 26660 COUNTRY CLUB DRIVE, BONITA SPRINGS, FL, 341344301
- Plan Type: 401(k)
- Total Participants: 308
- Total Assets: $15.3M
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 | 308 | $15.3M | $415,867 | $1.0M |
| 2023 | 263 | $14.0M | $386,886 | $915,994 |
| 2022 | 223 | $11.6M | $365,114 | $875,624 |
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 |
|---|---|---|---|---|
| KERKERING, BARBERIO & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERKERING, BARBERIO & CO — Auditor
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 | $74,440 | $41,459 | $2,180 | — | — |
| 2023 | $71,433 | $40,679 | $1,900 | — | — |
| 2022 | $73,012 | $40,259 | $29,808 | — | $2,945 |