Plan Ledger DOL Form 5500 · updated monthly

Boca Grove Property Owner's Association Inc.401(k)

BOCA GROVE GOLF & TENNIS CLUB, INC. RETIREMENT SAVINGS PLAN · BOCA RATON, FL · plan year 2022

Reported admin expense ratio · 2022
0.57%

Boca Grove Property Owner's Association Inc. reported $12,926 in plan administrative expenses for 2022: 0.57% of average plan assets, above the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Florida (3,501st of 3,644), and 1,274th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $7.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$471,778
Participants with balances37
Active participants0
Employer contributions$7,961
Employee contributions$61,964
Employer contribution per active participant—
Average account balance$12,751
Benefits paid to participants$2,885,906
Plan auditUnmodified (clean) audit opinion
AuditorKBFALK, PLLC
Administrative expenses, itemized · 2022
Professional / advisory$12,926
Total administrative$12,926
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,926 · 0.57%
Similar plansArts, Entertainment & Recreation · Florida
Pope Properties, Inc. FL$686K · 0.23%
Cabot Citrus Opco LLC FL$214K · 0.50%
Victory Martial Arts FL$195K · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592197321 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.