Plan Ledger DOL Form 5500 · updated monthly

Wycliffe Golf & Country Club Hom401(k)

WYCLIFFE GOLF & COUNTRY CLUB, INC. 401(K) PLAN · WELLINGTON, FL · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Wycliffe Golf & Country Club Hom reported $40,255 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $1,142 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 rose from 0.02% to 0.76%. 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 (2,366th of 3,644), and 886th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has shrunk from 420 to 218 since 2022.

Plan summary
Net assets, end of year$5,749,154
Participants with balances142
Active participants218
Employer contributions$249,013
Employee contributions$508,279
Employer contribution per active participant$1,142
Average account balance$40,487
Benefits paid to participants$533,206
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 142 accts · $249K emplr
2023$4.9M · 129 accts · $233K emplr
2022$3.9M · 111 accts · $196K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,559
Investment management$25,696
Total administrative$40,255
The Wycliffe Golf & Country Club Hom 401(k) match · 2024
Employer contribution per active participant$1,142
Median for plans this size$1,313
2024$1,142 per active participant
2023$1,187 per active participant
2022$466 per active participant

Wycliffe Golf & Country Club Hom'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 · 20242
AMERICAN PORTFOLIOS ADVISORS, INC. · Recordkeeping · Trustee$25,696
ADP, INC. · Loan processing · Recordkeeping$14,559

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

Recordkeeper by year2
2024ADP, AMERICAN PORTFOLIOS ADVISORS, INC.
2023ADP, AMERICAN PORTFOLIOS ADVISORS, INC.

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Administrative cost history3
2024$40,255 · 0.76%
2023$27,811 · 0.64%
2022$919 · 0.02%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Williams Island Poa FL$7.0M · 0.71%
Bok Tower Garden, Inc. FL$6.7M · 0.44%
Godwins Gatorland, Inc. FL$6.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650177326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.