Plan Snapshot
- Plan Sponsor: Hunters Run Property Owners Asso
- Sponsor EIN: 591965261
- Sponsor Address: 3500 CLUBHOUSE LANE, BOYNTON BEACH, FL, 33436
- Plan Type: 401(k)
- Total Participants: 310
- Total Assets: $4.6M
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 | 310 | $4.6M | $162,412 | $729,568 |
| 2023 | 266 | $3.4M | $105,485 | $607,859 |
| 2022 | 241 | $2.6M | $93,452 | $495,890 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL | RIA | $6,725 | — | $6,725 |
| WELLS FARGO ADVISORS | RIA | $5,941 | — | $5,941 |
| RAMOS & FLOYD CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAMOS & FLOYD CPAS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,666
- Estimated Expense Ratio: 0.274% 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 | $35,364 | $12,666 | $4,275 | — | — |
| 2023 | $39,027 | $14,567 | $24,460 | — | — |
| 2022 | $27,008 | $11,806 | $15,202 | — | — |