Plantation Bay Country Club 401(k) match, vesting and fees
What Plantation Bay 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 | Voya Retirement Insurance | 2023 Schedule C ↗ |
| Independent auditor | Assurance Dimensions (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Plantation Bay Country Club: employer contribution per participant | $261 | |
| Peer median | $1,540 |
| Plantation Bay Country Club: average balance | $4,108 | |
| Peer median | $48,682 |
| Plantation Bay Country Club: admin expenses ÷ assets | 1.02% | |
| Peer median | 0.36% |
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 $119K at the end of plan year 2022 to $641K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 196 | $641K | $41K | $261 | 1.02% | Not published | Form 5500 ↗ |
| 2023 | 188 | $369K | $30K | $244 | 1.01% | Not published | Form 5500 ↗ |
| 2022 | 145 | $119K | $19K | $204 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Plantation Bay Country Club match 401(k) contributions?
The match terms for the Plantation Bay Country Club 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $41K in employer contributions, about $261 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Plantation Bay Country Club 401(k) match vested?
The vesting schedule for the Plantation Bay Country Club 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Plantation Bay Country Club 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Voya Retirement Insurance. The plan administrator is Plantation Bay Country Club, LLC.
I left Plantation Bay Country Club. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plantation Bay Country Club, LLC, (386) 788-0820) or the recordkeeper, Voya Retirement Insurance. The Plantation Bay Country Club old 401(k) page lists the contacts from every plan filing. Find an old Plantation Bay Country Club 401(k)
Data from the public Form 5500 annual reports Plantation Bay Country 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 Plantation Bay Country Club. Not financial advice. Report a correction · Methodology