Plan Snapshot
- Plan Sponsor: Blue Compass Rv, LLC
- Sponsor EIN: 861629583
- Sponsor Address: 301 EAST LAS OLAS BLVD., FORT LAUDERDALE, FL, 33301
- Plan Type: 401(k)
- Total Participants: 3,064
- Total Assets: $23.4M
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 | 3,064 | $23.4M | $181,304 | $3.9M |
| 2023 | 3,209 | $20.2M | $186,790 | $4.3M |
| 2022 | 3,484 | $14.1M | $7,606 | $4.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $116,440 | — | $116,440 |
| BAS PARTNERS, D/B/A A. PORTER CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS, D/B/A A. PORTER CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,440
- Estimated Expense Ratio: 0.498% 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 | $112,616 | — | $112,616 | — | — |
| 2023 | $111,128 | — | $111,128 | — | — |
| 2022 | $80,862 | — | $80,862 | — | — |