Plan Ledger DOL Form 5500 · updated monthly

Harbour Ridge Yacht and Country Club, Inc.401(k)

HARBOUR RIDGE 401(K) PLAN · PALM CITY, FL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Harbour Ridge Yacht and Country Club, Inc. reported $22,316 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $848 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 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (1,858th of 3,644), and 1,721st of 3,341 in other services. In 2024, employees put in $2.86 for every $1.00 the employer contributed; active participation has grown from 158 to 189 since 2022.

Plan summary
Net assets, end of year$9,323,088
Participants with balances137
Active participants189
Employer contributions$160,269
Employee contributions$458,229
Employer contribution per active participant$848
Average account balance$68,052
Benefits paid to participants$1,616,280
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 137 accts · $160K emplr
2023$9.2M · 141 accts · $159K emplr
2022$8.1M · 135 accts · $149K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,316
Total administrative$22,316
The Harbour Ridge Yacht and Country Club, Inc. 401(k) match · 2024
Employer contribution per active participant$848
Median for plans this size$1,313
2024$848 per active participant
2023$928 per active participant
2022$945 per active participant

Harbour Ridge Yacht and Country Club, 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

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$22,316 · 0.24%
2023$20,757 · 0.24%
2022$21,925 · 0.25%
Same employer
Similar plansOther Services · Florida
Alliance for Aging, Inc. FL$9.4M · 0.02%
Lost Tree Club, Inc. FL$9.4M · 0.45%
Wash Depot Holdings, Inc. FL$8.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650129568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.