Plan Snapshot
- Plan Sponsor: Recreation World, INC.
- Sponsor EIN: 591695648
- Sponsor Address: 13906 WEST COLONIAL DRIVE, WINTER GARDEN, FL, 34787
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $2.5M
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 | 174 | $2.5M | $0 | $241,360 |
| 2023 | 167 | $2.5M | $44,500 | $229,668 |
| 2022 | 162 | $2.0M | $24,529 | $217,343 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY | Investment Advisor | $7,808 | — | $7,808 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,808
- Estimated Expense Ratio: 0.314% 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 | $17,578 | $7,808 | $8,970 | — | — |
| 2023 | $13,872 | $13,542 | $330 | — | — |
| 2022 | $12,877 | $5,893 | $120 | — | $6,864 |