Plan Snapshot
- Plan Sponsor: The Boat House Group
- Sponsor EIN: 800483860
- Sponsor Address: 1516 SE 46TH STREET, CAPE CORAL, FL, 33904
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 197 | $8.7M | $421,005 | $707,893 |
| 2023 | 173 | $7.3M | $373,344 | $639,661 |
| 2022 | 141 | $5.3M | $335,514 | $559,257 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $40,921 | — | $40,921 | — | — |
| 2023 | $30,953 | — | $30,953 | — | — |
| 2022 | $3,747 | — | — | — | $3,747 |