Plan Ledger DOL Form 5500 · updated monthly

Boca West Country Club, Inc.401(k)

BOCA WEST COUNTRY CLUB 401(K) RETIREMENT PLAN · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Boca West Country Club, Inc. reported $58,154 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,521 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 3 years on file its reported administrative ratio has held roughly steady near 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,002nd-largest of 3,644 plans among Florida employers on file, and the 379th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.59 for every $1.00 the employer contributed; active participation has grown from 331 to 392 since 2022.

Plan summary
Net assets, end of year$23,335,559
Participants with balances518
Active participants392
Employer contributions$596,062
Employee contributions$1,545,711
Employer contribution per active participant$1,521
Average account balance$45,049
Benefits paid to participants$2,802,238
Plan auditUnmodified (clean) audit opinion
AuditorHOLYFIELD & THOMAS
Plan history3
Yearassets · accounts · employer contribution
2024$23.3M · 518 accts · $596K emplr
2023$21.0M · 481 accts · $502K emplr
2022$18.1M · 451 accts · $463K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,815
Investment management$4,339
Total administrative$58,154
The Boca West Country Club, Inc. 401(k) match · 2024
Employer contribution per active participant$1,521
Median for plans this size$2,416
2024$1,521 per active participant
2023$1,402 per active participant
2022$1,399 per active participant

Boca West Country Club, Inc.'s 2024 employer contribution ran below 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 · 20242
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$53,815
MESIROW · Investment advisory (plan)$4,315

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$58,154 · 0.26%
2023$51,419 · 0.26%
2022$50,229 · 0.25%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Vinik Sports Group LLC FL$35.7M · 0.29%
John's Island Club, Inc. FL$31.7M · 0.15%
V Cruises US LLC FL$27.0M · 0.29%
Bestbet Holdings, Inc. FL$25.6M · 0.40%
Marlins Teamco LLC FL$21.4M · 0.53%
Royal Poinciana Golf Club FL$19.1M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592596122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.