Plan Snapshot
- Plan Sponsor: Pelican Bay Foundation, INC.
- Sponsor EIN: 591977547
- Sponsor Address: 6251 PELICAN BAY BLVD, NAPLES, FL, 34108
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $3.4M
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 | 282 | $3.4M | $212,015 | $531,008 |
| 2023 | 207 | $5.1M | $164,755 | $350,880 |
| 2022 | 126 | $4.7M | $157,644 | $324,470 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $2,837,695 | — | $9,787 | — | — |
| 2023 | $1,123,025 | — | $1,431 | — | — |
| 2022 | $3,126 | — | — | — | — |