Plan Snapshot
- Plan Sponsor: St. Andrews Country Club, INC.
- Sponsor EIN: 592000688
- Sponsor Address: 17557 CLARIDGE OVAL WEST, BOCA RATON, FL, 33496
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $9.9M
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. |
|---|---|---|---|---|
| 2023 | 233 | $9.9M | $410,478 | $817,827 |
| 2022 | 216 | $8.3M | $161,202 | $756,799 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $90,576 | — | $90,576 |
| DEFINITI, LLC | THIRD PARTY ADMINISTRATOR | $46,506 | $154 | $46,660 |
| HOLYFIELD & THOMAS LLC | AUDITOR | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- HOLYFIELD & THOMAS LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,236
- Estimated Expense Ratio: 1.637% 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 |
|---|---|---|---|---|---|
| 2023 | $71,737 | — | $14,449 | $12,000 | — |
| 2022 | $44,729 | — | $44,729 | — | — |