Plan Ledger DOL Form 5500 · updated monthly

Boca Woods Country Club Association, Inc.401(k)

BOCA WOODS COUNTRY CLUB ASSOCIATION 401(K) PLAN · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Boca Woods Country Club Association, Inc. reported $6,475 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $713 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 0.16% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Florida (2,437th of 3,644), and 911th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,285,516
Participants with balances131
Active participants137
Employer contributions$97,689
Employee contributions$424,517
Employer contribution per active participant$713
Average account balance$40,347
Benefits paid to participants$499,820
Plan auditUnmodified (clean) audit opinion
AuditorGERSTLE, ROSEN & GOLDENBERG, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 131 accts · $98K emplr
2023$4.6M · 123 accts · $95K emplr
2022$3.7M · 128 accts · $74K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,475
Total administrative$6,475
The Boca Woods Country Club Association, Inc. 401(k) match · 2024
Employer contribution per active participant$713
Median for plans this size$1,313
2024$713 per active participant
2023$500 per active participant
2022$502 per active participant

Boca Woods Country Club Association, Inc.'s 2024 employer contribution ran below the $1,313 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,475

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$6,475 · 0.13%
2023$6,695 · 0.16%
2022$6,673 · 0.16%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Godwins Gatorland, Inc. FL$6.2M · 0.07%
Yf Fc Operations, LLC FL$5.2M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592720777 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.