Plan Snapshot
- Plan Sponsor: Sawgrass Country Club, INC
- Sponsor EIN: 592853571
- Sponsor Address: 10034 GOLF CLUB DR, PONTE VEDRA BEACH, FL, 320823562
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 239
- Total Assets: $6.9M
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. |
|---|---|---|---|---|
| 2025 | 239 | $6.9M | $0 | $0 |
| 2024 | 188 | $5.6M | $381,484 | $652,462 |
| 2023 | 169 | $5.3M | $341,667 | $577,815 |
| 2022 | 156 | $4.5M | $328,302 | $574,857 |
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 | Recordkeeper | $35,591 | — | $35,591 |
| MMA SECURITIES, LLC | Investment Advisor | — | $20,445 | $20,445 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,036
- Estimated Expense Ratio: 0.815% 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 |
|---|---|---|---|---|---|
| 2025 | $1,067,216 | — | $35,592 | — | — |
| 2024 | $32,340 | — | $32,340 | — | — |
| 2023 | $32,750 | — | $32,750 | — | — |
| 2022 | $29,506 | — | $29,506 | — | — |