# Ocean Reef Community Association, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ocean-reef-community-association-inc-401k-plan

> Ocean Reef Community Association, INC.'s 401(k) plan: 113 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 Community Association, INC.

- **Sponsor EIN:** 591747816

- **Sponsor Address:** 24 DOCKSIDE LANE NO. 505, KEY LARGO, FL, 33037

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

- **Total Participants:** 113

- **Total Assets:** $14.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|113|$14.8M|$544,740|$801,183|

| 2023|115|$12.0M|$496,294|$749,811|

| 2022|122|$11.0M|$415,439|$650,311|

## 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|

| CARON & BLETZER,PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER,PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|$99,080|—|$99,080|—|—|

| 2023|$79,145|$33,122|$21,579|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ocean-reef-community-association-inc-401k-plan)

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