Plan Snapshot
- Plan Sponsor: The Polo Club Of Boca Raton, Poa, INC.
- Sponsor EIN: 650035360
- Sponsor Address: 5400 CHAMPION BOULEVARD, BOCA RATON, FL, 33496
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 364
- Total Assets: $12.5M
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. |
|---|---|---|---|---|
| 2025 | 364 | $12.5M | $0 | $0 |
| 2024 | 278 | $10.8M | $303,589 | $884,323 |
| 2023 | 269 | $10.5M | $309,697 | $795,196 |
| 2022 | 244 | $9.8M | $285,961 | $751,982 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | Investment Advisor | $33,949 | — | $33,949 |
| JPMORGAN INVEST HOLDINGS LLC | Recordkeeper | $33,311 | — | $33,311 |
| AMERICAN PORTFOLIOS FINANCIAL SVCS | Other Service Provider | $10,523 | — | $10,523 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,783
- Estimated Expense Ratio: 0.622% 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 |
|---|---|---|---|---|---|
| 2025 | $1,484,637 | $38,324 | — | — | — |
| 2024 | $61,288 | $43,577 | — | — | — |
| 2023 | $39,177 | $37,633 | — | — | — |
| 2022 | $49,929 | — | $49,929 | — | — |