# Mizner Country Club, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mizner-country-club-inc-401k-plan

> Mizner Country Club, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY

- [HOLYFIELD & THOMAS LLC](https://planprovider.pro/provider/holyfield-and-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|—|—|—|

## Similar Plans

- [Bonita Bay Club, INC.](https://planprovider.pro/companies/bonita-bay-club-inc-401k-plan) — 308 participants

- [Hunters Run Property Owners Asso](https://planprovider.pro/companies/hunters-run-property-owners-association-inc-401k-plan) — 310 participants

- [The Club At Admirals Cove, INC.](https://planprovider.pro/companies/the-club-at-admirals-cove-inc-401k-plan) — 332 participants

- [Ultimate Fitness Holdings, LLC](https://planprovider.pro/companies/ultimate-fitness-holdings-llc-401k-plan) — 388 participants

- [Boca West Country Club, INC.](https://planprovider.pro/companies/boca-west-country-club-inc-401k-plan) — 392 participants

- [John'S Island Club, INC.](https://planprovider.pro/companies/john-s-island-club-inc-401k-plan) — 489 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mizner-country-club-inc-401k-plan)

© 2026 PlanProvider.Pro