Plan Ledger DOL Form 5500 · updated monthly

Shadow Wood Country Club, Inc401(k)

SHADOW WOOD COUNTRY CLUB, INC. 401(K) PLAN · BONITA SPRINGS, FL · plan year 2022

Reported admin expense ratio · 2022
0.79%

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

Shadow Wood Country Club, Inc reported $42,632 in plan administrative expenses for 2022: 0.79% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,975 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.

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 (2,489th of 3,644), and 932nd of 1,311 in arts, entertainment & recreation. In 2022, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,003,484
Participants with balances88
Active participants121
Employer contributions$239,010
Employee contributions$432,476
Employer contribution per active participant$1,975
Average account balance$56,858
Benefits paid to participants$376,600
Plan auditUnmodified (clean) audit opinion
AuditorDE LA HOZ PEREZ & BARBEITO PLLC
The Shadow Wood Country Club, Inc 401(k) match · 2022
Employer contribution per active participant$1,975
Median for plans this size$1,114

Shadow Wood Country Club, Inc's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$42,632 · 0.79%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Yf Fc Operations, LLC FL$5.2M · 0.95%
Ruth Eckerd Hall, Inc. FL$4.8M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113774878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.