Harbour Ridge Yacht and Country Club 401(k) match, vesting and fees
What Harbour Ridge Yacht and Country 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rsm US LLP (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.
| Harbour Ridge Yacht and Country Club: employer contribution per participant | $1,170 | |
| Peer median | $1,803 |
| Harbour Ridge Yacht and Country Club: average balance | $68,052 | |
| Peer median | $48,934 |
| Harbour Ridge Yacht and Country Club: admin expenses ÷ assets | 0.24% | |
| 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 $9.4M at the end of plan year 2021 to $9.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 244 | $9.3M | $160K | $1,170 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 227 | $9.2M | $159K | $1,125 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 211 | $8.1M | $149K | $1,106 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 205 | $9.4M | $147K | $1,059 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Harbour Ridge Yacht and Country Club match 401(k) contributions?
The match terms for the Harbour Ridge 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $160K in employer contributions, about $1,170 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Harbour Ridge Yacht and Country Club 401(k) match vested?
The vesting schedule for the Harbour Ridge 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Harbour Ridge Yacht and Country Club 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Harbour Ridge Yacht and Country Club, Inc..
I left Harbour Ridge Yacht and Country Club. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Harbour Ridge Yacht and Country Club, Inc., (772) 336-8921) or the recordkeeper, Fidelity Investments Institutional. The Harbour Ridge Yacht and Country Club old 401(k) page lists the contacts from every plan filing. Find an old Harbour Ridge Yacht and Country Club 401(k)
Data from the public Form 5500 annual reports Harbour Ridge Yacht and Country Club filed with the U.S. Department of Labor (plan years 2021 and 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 Harbour Ridge Yacht and Country Club. Not financial advice. Report a correction · Methodology