Retirement plan

THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN

Name: THE POLO CLUB OF BOCA RATON, POA, INC. - THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: THE POLO CLUB OF BOCA RATON, POA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN, THE POLO CLUB OF BOCA RATON, POA, INC.

THE POLO CLUB OF BOCA RATON, POA, INC.EIN 65-0035360Plan #001PY 2025

5400 CHAMPION BOULEVARD - BOCA RATON, FL 33496561-995-1200LinkedIn1-10 employeesalternative medicine

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.5M

+15.9% from 2024

Total participants

364

+1.4% from 2024

Average account balance

$42,696

+9.2% from 2024

Annual return

15.73%

+4.88 pp from 2024

Benchmarks

See 311 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort311 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.51M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$43K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

293

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

76.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$280

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
OSAIC WEALTH INC1 year Service code 27 · EIN 13-2624428	Advisory (Plan)	$33,949
JPMORGAN INVEST HOLDINGS LLC11+ years Service code 64 · EIN 13-2624428	Recordkeeping Fees	$33,311
AMERICAN PORTFOLIOS FINANCIAL11+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 99 · EIN 13-2624428	Other Fees	$10,523
CARON & BLETZER, PLLC4 years Service code 27 · EIN 13-2624428	Advisory (Plan)	$4,375

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$82K

$270 / participant

Recordkeeping$33K40.5%
Investment mgmt$38K46.7%
Other / not subdivided$11K12.8%

% of EOY assets

0.657%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARON & BLETZER, PLLC
Auditor EIN: 043499945
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,696

$51,878-17.7%

$68,368-37.5%

$79,634-46.4%

Participation rate

76.6%

53.7%+22.9pp

73.8%+2.9pp

62.5%+14.2pp

Annual return

15.73%

137.43%-121.7pp

292.57%-276.8pp

36.46%-20.7pp

Employer contribution / active EE

$1,188

$1,931-38.5%

$2,649-55.2%

$2,529-53.0%

Participant deferral / active EE

$3,520

$2,577+36.6%

$4,123-14.6%

$3,835-8.2%

Admin fee / account holder

$280

$942-70.2%

$5,150-94.6%

$1,002-72.0%

Provider

Service type

Compensation

OSAIC WEALTH INC1 year

Service code 27 · EIN 13-2624428

Advisory (Plan)

$33,949

JPMORGAN INVEST HOLDINGS LLC11+ years

Service code 64 · EIN 13-2624428

Recordkeeping Fees

$33,311

AMERICAN PORTFOLIOS FINANCIAL11+ years

Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS

Service code 99 · EIN 13-2624428

Other Fees

$10,523

CARON & BLETZER, PLLC4 years

Service code 27 · EIN 13-2624428

Advisory (Plan)

$4,375

THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion