Plan Snapshot
- Plan Sponsor: Rybovich Boat Company LLC
- Sponsor EIN: 830376815
- Sponsor Address: 515 N FLAGLER DRIVE, SUITE 1500, WEST PALM BEACH, FL, 33401
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $4.7M
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 | 75 | $4.7M | $35,752 | $91,629 |
| 2023 | 72 | $4.9M | $48,221 | $150,409 |
| 2022 | 82 | $5.8M | $44,044 | $154,744 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | Other Service Provider | $17,583 | — | $17,583 |
| EAGLE HARBOR CAPITAL | Other Service Provider | $12,178 | — | $12,178 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,761
- Estimated Expense Ratio: 0.639% 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 | $29,761 | $12,178 | — | — | — |
| 2023 | $29,129 | $13,372 | — | — | — |
| 2022 | $25,667 | — | $1,185 | — | $24,482 |