# On Top Of The World Communities, LLC 401(k) Plan
Source: https://planprovider.pro/companies/on-top-of-the-world-communities-llc-401k-plan

> On Top Of The World Communities, LLC's 401(k) plan: 715 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** On Top Of The World Communities, LLC

- **Sponsor EIN:** 596059413

- **Sponsor Address:** 9860 SW 84 COURT SUITE E, OCALA, FL, 34481

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

- **Total Participants:** 715

- **Total Assets:** $16.6M

## 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|715|$16.6M|$338,980|$1.9M|

| 2023|641|$14.1M|$350,183|$1.7M|

| 2022|608|$11.5M|$329,129|$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|

| EMPOWER ANNUITY INSURANCE|RECORDKEEPER|$53,058|—|$53,058|

| NFP RETIREMENT INC|INVESTMENT ADVISOR|$40,105|—|$40,105|

| FLORIDA RETIREMENT CONSULTANTS|TPA|$21,408|—|$21,408|

| DUGGAN, JOINER AND COMPANY, CPAS|CPA AUDITOR|$15,500|—|$15,500|

### Verified Provider Profiles

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

- [DUGGAN, JOINER AND COMPANY, CPAS](https://planprovider.pro/provider/duggan-joiner-and-company) — CPA AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $130,071

- **Estimated Expense Ratio:** 0.783% 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|$125,232|$44,937|$17,945|$15,500|—|

| 2023|$109,774|$46,961|$24,754|—|—|

| 2022|$97,922|$46,193|$51,729|—|—|

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