Bath & Tennis Club 401(k) match, vesting and fees
What Bath & Tennis Club's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Carr Riggs & Ingram (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Bath & Tennis Club: employer contribution per participant | $2,001 | |
| Peer median | $1,803 |
| Bath & Tennis Club: average balance | $69,246 | |
| Peer median | $48,934 |
| Bath & Tennis Club: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10.4M at the end of plan year 2022 to $12.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 221 | $12.9M | $374K | $2,001 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 208 | $11.8M | $372K | $2,271 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 212 | $10.4M | $351K | $1,975 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Bath & Tennis Club match 401(k) contributions?
The match terms for the Bath & Tennis Club, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $374K in employer contributions, about $2,001 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bath & Tennis Club 401(k) match vested?
The vesting schedule for the Bath & Tennis Club, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bath & Tennis Club 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Bath & Tennis Club, Inc..
I left Bath & Tennis Club. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bath & Tennis Club, Inc., (561) 832-4271) or the recordkeeper, Newport Group, Inc.. The Bath & Tennis Club old 401(k) page lists the contacts from every plan filing. Find an old Bath & Tennis Club 401(k)
Data from the public Form 5500 annual reports Bath & Tennis Club filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bath & Tennis Club. Not financial advice. Report a correction · Methodology