Plan Snapshot
- Plan Sponsor: Wynmoor Community Council, INC.
- Sponsor EIN: 237398864
- Sponsor Address: 1310 AVENUE OF THE STARS, COCONUT CREEK, FL, 330661485
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $11.9M
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 | 150 | $11.9M | $357,003 | $473,487 |
| 2023 | 143 | $10.8M | $357,003 | $422,803 |
| 2022 | 129 | $9.8M | $319,624 | $355,050 |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC | Investment Advisor | $37,432 | — | $37,432 |
| DEFINITI LLC | Other Service Provider | $8,908 | $10,000 | $18,908 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $17,724 | — | $17,724 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,064
- Estimated Expense Ratio: 0.624% 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 | $52,695 | — | — | — | — |
| 2023 | $93,888 | $34,411 | $11,661 | — | — |
| 2022 | $45,135 | $45,135 | — | — | — |