Plan Snapshot
- Plan Sponsor: Wycliffe Golf & Country Club Hom
- Sponsor EIN: 650177326
- Sponsor Address: 4650 WYCLIFFE COUNTRY CLUB BLVD., WELLINGTON, FL, 33449
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $5.7M
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 | 218 | $5.7M | $249,013 | $508,279 |
| 2023 | 196 | $4.9M | $232,626 | $447,599 |
| 2022 | 420 | $3.9M | $195,752 | $389,875 |
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 |
|---|---|---|---|---|
| AMERICAN PORTFOLIOS ADVISORS, INC. | INVESTMENT/FINANCIAL ADVI | $25,696 | — | $25,696 |
| ADP, INC. | RECORD KEEPER | $14,559 | — | $14,559 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,255
- Estimated Expense Ratio: 0.700% 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 | $40,255 | $25,696 | — | — | — |
| 2023 | $27,811 | — | — | — | — |
| 2022 | $919 | — | — | — | — |