Plan Ledger DOL Form 5500 · updated monthly

The Polo Club of Boca Raton, Poa, Inc.401(k)

THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN · BOCA RATON, FL · plan year 2025

Reported admin expense ratio · 2025
0.70%

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

The Polo Club of Boca Raton, Poa, Inc. reported $82,133 in plan administrative expenses for 2025: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,188 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 rose from 0.45% to 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 1,537th-largest of 3,644 plans among Florida employers on file, and the 1,450th of 3,341 in other services. In 2025, employees put in $2.96 for every $1.00 the employer contributed; active participation has grown from 244 to 304 since 2022.

Plan summary
Net assets, end of year$12,509,908
Participants with balances293
Active participants304
Employer contributions$361,007
Employee contributions$1,070,074
Employer contribution per active participant$1,188
Average account balance$42,696
Benefits paid to participants$1,409,664
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$12.5M · 293 accts · $361K emplr
2024$10.8M · 276 accts · $304K emplr
2023$10.5M · 261 accts · $310K emplr
2022$9.8M · 260 accts · $286K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$33,286
Investment management$38,324
Total administrative$82,133
The The Polo Club of Boca Raton, Poa, Inc. 401(k) match · 2025
Employer contribution per active participant$1,188
Median for plans this size$2,666
2025$1,188 per active participant
2024$1,092 per active participant
2023$1,151 per active participant
2022$1,172 per active participant

The Polo Club of Boca Raton, Poa, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
OSAIC WEALTH INC · Investment advisory (plan)$33,949
JPMORGAN INVEST HOLDINGS LLC$33,311
AMERICAN PORTFOLIOS FINANCIAL SVCS$10,523
CARON & BLETZER, PLLC · Investment advisory (plan)$4,375

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

Administrative cost history4
2025$82,133 · 0.70%
2024$61,288 · 0.58%
2023$39,177 · 0.39%
2022$49,929 · 0.45%
Same employer
Similar plansOther Services · Florida
Power Services Group, Inc. FL$13.3M · 0.45%
Bath & Tennis Club, Inc. FL$12.9M · 0.07%
Mastercorp, Inc. FL$12.5M · 0.24%
Endeavor Schools, LLC FL$11.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650035360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.