Plan Snapshot
- Plan Sponsor: Mizner Country Club, INC.
- Sponsor EIN: 232970622
- Sponsor Address: 16104 MIZNER CLUB DRIVE, DELRAY BEACH, FL, 33446
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $67,371 | $342,332 |
| 2023 | 153 | $2.3M | $66,622 | $343,437 |
| 2022 | 125 | $1.9M | $58,494 | $303,536 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | INVESTMENT ADVISORY | $18,544 | — | $18,544 |
| HOLYFIELD & THOMAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — INVESTMENT ADVISORY
- HOLYFIELD & THOMAS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,544
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 | $25,734 | $25,734 | — | — | — |
| 2023 | $22,778 | $22,778 | — | — | — |
| 2022 | $20,391 | $20,391 | — | — | — |