Plan Ledger DOL Form 5500 · updated monthly

Bath & Tennis Club, Inc.401(k)

BATH & TENNIS CLUB, INC. 401(K) PLAN · PALM BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Bath & Tennis Club, Inc. reported $8,819 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,528 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.09% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,502nd-largest of 3,644 plans among Florida employers on file, and the 1,410th of 3,341 in other services. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves; active participation has grown from 133 to 148 since 2022.

Plan summary
Net assets, end of year$12,948,948
Participants with balances187
Active participants148
Employer contributions$374,119
Employee contributions$326,364
Employer contribution per active participant$2,528
Average account balance$69,246
Benefits paid to participants$1,080,785
Plan auditUnmodified (clean) audit opinion
AuditorCARR RIGGS & INGRAM
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 187 accts · $374K emplr
2023$11.8M · 164 accts · $372K emplr
2022$10.4M · 178 accts · $351K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,819
Total administrative$8,819
The Bath & Tennis Club, Inc. 401(k) match · 2024
Employer contribution per active participant$2,528
Median for plans this size$2,416
2024$2,528 per active participant
2023$2,661 per active participant
2022$2,643 per active participant

Bath & Tennis Club, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NEWPORT GROUP, INC. · Recordkeeping$8,819

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$8,819 · 0.07%
2023$6,217 · 0.06%
2022$9,572 · 0.09%
Same employer
Similar plansOther Services · Florida
The Intermed Group FL$14.6M · 0.54%
Jensen U.S.A. FL$14.4M · 0.01%
Power Services Group, Inc. FL$13.3M · 0.45%
Mastercorp, Inc. FL$12.5M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590156870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.