# Bonita Bay Club, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bonita-bay-club-inc-401k-plan

> Bonita Bay Club, INC.'s 401(k) plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| RAYMOND JAMES & ASSOCIATES|RIA|$36,380|—|$36,380|

| JOHN HANCOCK LIFE INSURANCE CO|RECORDKEEPER|$5,442|—|$5,442|

| INTELLUS ADVISORS, LLC|RIA|$5,079|—|$5,079|

| KERKERING, BARBERIO & CO|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES & ASSOCIATES](https://planprovider.pro/provider/john-hancock) — RIA

- [JOHN HANCOCK LIFE INSURANCE CO](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [KERKERING, BARBERIO & CO](https://planprovider.pro/provider/kerkering-barberio-and-co) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,901

- **Estimated Expense Ratio:** 0.307% 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|$74,440|$41,459|$2,180|—|—|

| 2023|$71,433|$40,679|$1,900|—|—|

| 2022|$73,012|$40,259|$29,808|—|$2,945|

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