# The Glenridge On Palmer Ranch, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-glenridge-on-palmer-ranch-inc-401k-plan

> The Glenridge On Palmer Ranch, INC.'s 401(k) plan: 330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Glenridge On Palmer Ranch, INC.

- **Sponsor EIN:** 593472733

- **Sponsor Address:** 7333 SCOTLAND WAY, SARASOTA, FL, 34238

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

- **Total Participants:** 330

- **Total Assets:** $3.7M

## 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|330|$3.7M|$107,204|$433,091|

| 2023|307|$2.9M|$87,241|$341,584|

| 2022|325|$2.5M|$75,522|$316,898|

## 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|

| WALTERS & ASSOCIATES, CPAS|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|$28,876|$6,562|$19,771|—|—|

| 2023|$23,473|$5,172|$13,590|—|—|

| 2022|$22,342|$5,503|$16,839|—|—|

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