Plan Snapshot
- Plan Sponsor: 35 Technologies Group, INC.
- Sponsor EIN: 208034722
- Sponsor Address: 2280 N. RONALD REAGAN BLVD., 101, LONGWOOD, FL, 32750
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 87 | $9.5M | $389,611 | $364,426 |
| 2023 | 89 | $8.0M | $379,456 | $397,598 |
| 2022 | 82 | $7.0M | $366,979 | $357,833 |
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 |
|---|---|---|---|---|
| EDWARD JONES | ADVISOR | $27,727 | — | $27,727 |
| CARPENTER MORSE GROUP | CONTRACT ADMIN | $5,000 | — | $5,000 |
| MCDIRMIT DAVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCDIRMIT DAVIS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,727
- Estimated Expense Ratio: 0.343% of plan assets
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 | -$4,012 | — | — | — | — |
| 2023 | -$3,325 | — | — | — | — |
| 2022 | $12 | — | — | — | — |