Plan Snapshot
- Plan Sponsor: Dorado Beach Golf Management, LLC
- Sponsor EIN: 660782153
- Sponsor Address: 500 PLANTATION DRIVE, DORADO, PR, 00646
- Plan Type: DC
- Total Participants: 354
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 354 | $3.1M | $85,273 | $435,154 |
| 2023 | 326 | $2.4M | $73,797 | $387,290 |
| 2022 | 271 | $1.7M | $63,666 | $340,342 |
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 |
|---|---|---|---|---|
| PENSION ADMINISTRATORS GROUP, INC | Other Service Provider | $11,714 | — | $11,714 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,714
- Estimated Expense Ratio: 0.383% 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 | $413 | — | — | — | — |
| 2023 | $278 | — | — | — | — |
| 2022 | $48 | — | — | — | — |