Plan Snapshot
- Plan Sponsor: Boys & Girls Clubs Of Central Fl
- Sponsor EIN: 590951887
- Sponsor Address: 101 E. COLONIAL DRIVE, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $7.3M
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 | 129 | $7.3M | $545,811 | $248,329 |
| 2023 | 147 | $6.4M | $457,923 | $236,303 |
| 2022 | 140 | $6.8M | $467,988 | $201,977 |
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 |
|---|---|---|---|---|
| PURVIS GRAY & COMPANY | Auditor | — | — | $0 |
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 | $47,871 | — | — | — | — |
| 2023 | $58,208 | $23,282 | $32,701 | — | — |
| 2022 | $73,855 | $24,038 | $31,177 | — | $18,640 |