# Grey Oaks Country Club, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/grey-oaks-country-club-ltd-401k-plan

> Grey Oaks Country Club, Ltd's 401(k) plan: 279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grey Oaks Country Club, Ltd

- **Sponsor EIN:** 650347219

- **Sponsor Address:** 2400 GREY OAKS DRIVE N, NAPLES, FL, 341053227

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

- **Total Participants:** 279

- **Total Assets:** $11.7M

## 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|279|$11.7M|$335,219|$832,470|

| 2023|316|$10.5M|$333,393|$790,116|

| 2022|210|$8.6M|$278,223|$642,547|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$57,711|—|$57,711|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISORY|—|$26,157|$26,157|

| HSC/TUSCAN & COMPANY, PA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISORY

- [HSC/TUSCAN & COMPANY, PA](https://planprovider.pro/provider/hsctuscan-and-company-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $83,868

- **Estimated Expense Ratio:** 0.719% 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|$57,711|—|$57,711|—|—|

| 2023|$51,260|—|$51,260|—|—|

| 2022|$46,837|—|$46,837|—|—|

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