# Ocean Reef Club, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ocean-reef-club-inc-401k-plan

> Ocean Reef Club, INC.'s 401(k) plan: 1,033 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ocean Reef Club, INC.

- **Sponsor EIN:** 650371142

- **Sponsor Address:** 35 OCEAN REEF DRIVE, KEY LARGO, FL, 33037

- **Plan Type:** 401(k)

- **Total Participants:** 1,033

- **Total Assets:** $38.4M

## 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|1,033|$38.4M|$1.1M|$2.8M|

| 2023|976|$32.6M|$837,825|$2.3M|

| 2022|721|$28.0M|$848,820|$2.2M|

## 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|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$157,390|$40,000|—|—|—|

| 2023|$85,601|$40,000|—|—|—|

| 2022|$203,792|$165,391|$38,401|—|—|

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