Plan Snapshot
- Plan Sponsor: Plantation Bay Country Club, LLC
- Sponsor EIN: 010570714
- Sponsor Address: 2379 BEVILLE RD., DAYTONA BEACH, FL, 32119
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $640,849
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 | 169 | $640,849 | $40,660 | $289,984 |
| 2023 | 175 | $368,710 | $29,764 | $215,170 |
| 2022 | 134 | $119,130 | $19,421 | $101,245 |
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 | $5,173 | $397 | $4,126 | — | — |
| 2023 | $2,462 | — | $2,462 | — | — |
| 2022 | $149 | — | $149 | — | — |