# Boys & Girls Clubs Of Lucie County 401(k) Plan
Source: https://planprovider.pro/companies/boys-girls-clubs-of-lucie-county-401k-plan

> Boys & Girls Clubs Of Lucie County's 401(k) plan: 93 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Boys & Girls Clubs Of Lucie County

- **Sponsor EIN:** 650505369

- **Sponsor Address:** 3104 AVENUE J, FT PIERCE, FL, 34947

- **Plan Type:** 401(k)

- **Total Participants:** 93

- **Total Assets:** $2.0M

## 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|93|$2.0M|$160,011|$61,040|

| 2023|134|$1.5M|$0|$0|

| 2020|103|$988,896|$0|$0|

## 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|

| KMETZ, ELWELL, GRAHAM & ASSOCIATES|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|—|—|—|—|—|

| 2023|$15,435|—|$15,435|—|—|

| 2020|$3,986|—|$3,986|—|—|

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