Plan Snapshot
- Plan Sponsor: Green Courte Residential Holdings,
- Sponsor EIN: 824320312
- Sponsor Address: 17757 US HIGHWAY 19 N, CLEARWATER, FL, 33764
- Plan Type: 401(k)
- Total Participants: 719
- Total Assets: $6.3M
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 | 719 | $6.3M | $292,447 | $992,526 |
| 2023 | 595 | $4.6M | $230,419 | $806,107 |
| 2022 | 515 | $3.6M | $208,080 | $790,962 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
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 | $47,310 | — | $36,210 | — | — |
| 2023 | $42,825 | — | $28,825 | — | — |
| 2022 | $23,971 | — | — | — | — |