Plan Snapshot
- Plan Sponsor: Pga Tour First Tee Foundation, INC.
- Sponsor EIN: 834186070
- Sponsor Address: 5150 PALM VALLEY ROAD, SUITE 300, PONTE VEDRA BEACH, FL, 32082
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $9.9M
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 | 62 | $9.9M | $325,501 | $527,755 |
| 2023 | 76 | $9.2M | $318,760 | $533,337 |
| 2022 | 87 | $7.4M | $289,812 | $511,438 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $2,736 | $2,586 | — | — | — |
| 2023 | $2,413 | — | — | $150 | — |
| 2022 | $2,200 | — | — | — | — |