Plan Snapshot
- Plan Sponsor: Club Med Sales, INC.
- Sponsor EIN: 133458703
- Sponsor Address: 6505 BLUE LAGOON DRIVE, MIAMI, FL, 33126
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 149
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $17.8M | $346,855 | $721,322 |
| 2023 | 149 | $15.2M | $304,418 | $623,469 |
| 2022 | 146 | $13.1M | $274,668 | $539,539 |
| 2019 | 137 | $15.4M | $48,044 | $93,521 |
| 2018 | 136 | $14.8M | $350,209 | $711,504 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | 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 | $92,048 | — | $92,048 | — | — |
| 2023 | $75,400 | — | $75,400 | — | — |
| 2022 | $80,504 | — | $80,504 | — | — |
| 2019 | $724 | — | $228 | — | $150 |
| 2018 | $1,996 | — | $796 | — | $1,200 |