Plan Snapshot
- Plan Sponsor: Estero Country Club, INC.
- Sponsor EIN: 650139537
- Sponsor Address: 19501 VINTAGE TRACE CIRCLE, ESTERO, FL, 33967
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $790,644
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 | 45 | $790,644 | $27,140 | $42,668 |
| 2023 | 91 | $829,023 | $23,994 | $38,851 |
| 2022 | 52 | $678,947 | $25,177 | $44,555 |