Plan Snapshot
- Plan Sponsor: The Club At Ibis Property Owner'S Association, INC. D/B/A The Club At
- Sponsor EIN: 650211424
- Sponsor Address: 8225 IBIS BLVD, WEST PALM BEACH, FL, 33412
- Plan Type: 401(k)
- Total Participants: 539
- Total Assets: $12.9M
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. |
|---|---|---|---|---|
| 2024 | 539 | $12.9M | $468,882 | $1.5M |
| 2023 | 353 | $10.9M | $439,831 | $1.3M |
| 2022 | 319 | $9.9M | $329,202 | $1.0M |
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 |
|---|---|---|---|---|
| SOLES & COMPANY P.A. | Auditor | — | — | $0 |
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 | $66,465 | $39,125 | — | — | — |
| 2023 | $54,372 | $34,661 | — | — | — |
| 2022 | $58,561 | — | — | — | — |