# The Everglades Club, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-everglades-club-inc-401k-plan

> The Everglades Club, INC.'s 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Everglades Club, INC.

- **Sponsor EIN:** 590198160

- **Sponsor Address:** 356 WORTH AVENUE, PALM BEACH, FL, 33480

- **Plan Type:** 401(k)

- **Total Participants:** 205

- **Total Assets:** $11.2M

## 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.|

| 2024|205|$11.2M|$539,416|$706,640|

| 2023|163|$11.1M|$541,845|$707,655|

| 2022|155|$9.2M|$478,532|$634,240|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$57,564|—|$57,564|

| ONEDIGITAL INVESTMENT ADV LLC|INVESTMENT ADVISOR|$27,681|—|$27,681|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$9,605|—|$9,605|

| FUOCO GROUP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $94,850

- **Estimated Expense Ratio:** 0.847% 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|$94,850|$37,286|—|—|—|

| 2023|$65,190|$33,610|—|—|—|

| 2022|$66,347|—|$66,347|—|—|

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