Plan Snapshot
- Plan Sponsor: 1618 Holding, LLC
- Sponsor EIN: 844331551
- Sponsor Address: 2301 LUCIEN WAY STE 330, MAITLAND, FL, 32751
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 33 | $2.8M | $106,992 | $199,749 |
| 2023 | 67 | $4.3M | $163,818 | $339,846 |
| 2022 | 236 | $4.0M | $166,925 | $350,276 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SAS ASSURANCE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $30,841 | $14,700 | — | — | — |
| 2023 | $42,131 | — | — | — | — |
| 2022 | $38,246 | — | — | — | — |