# John'S Island Club, INC. 401(k) Plan
Source: https://planprovider.pro/companies/john-s-island-club-inc-401k-plan

> John'S Island Club, INC.'s 401(k) plan: 489 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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