Plan Snapshot
- Plan Sponsor: Royal Poinciana Golf Club
- Sponsor EIN: 591215667
- Sponsor Address: 1600 SOLANA ROAD, NAPLES, FL, 34105
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $19.1M
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 | 190 | $19.1M | $679,248 | $804,885 |
| 2023 | 185 | $16.8M | $640,730 | $704,399 |
| 2022 | 197 | $12.5M | $563,913 | $619,320 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $31,034 | $13 | $31,047 |
| 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: $31,047
- Estimated Expense Ratio: 0.163% 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 | $31,034 | — | $31,034 | — | — |
| 2023 | $25,789 | — | $25,789 | — | — |
| 2022 | $20,975 | — | $20,975 | — | — |