Plan Snapshot
- Plan Sponsor: John'S Island Club, INC.
- Sponsor EIN: 592607344
- Sponsor Address: 3 JOHN'S ISLAND DRIVE, INDIAN RIVER SHORES, FL, 32963
- Plan Type: 401(k)
- Total Participants: 489
- Total Assets: $31.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 489 | $31.7M | $1.0M | $1.9M |
| 2023 | 428 | $30.3M | $956,576 | $1.8M |
| 2022 | 416 | $25.3M | $916,204 | $1.7M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $46,107 | — | $46,107 |
| JACOBY AND HANDLEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JACOBY AND HANDLEY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,107
- Estimated Expense Ratio: 0.145% 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 | $46,032 | — | — | — | — |
| 2023 | $41,690 | — | — | — | — |
| 2022 | $41,607 | — | — | — | $300 |