Plan Snapshot
- Plan Sponsor: 9line LLC
- Sponsor EIN: 800389594
- Sponsor Address: 1211 N WESTSHORE BLVD, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 85 | $5.8M | $260,967 | $728,205 |
| 2023 | 85 | $5.0M | $263,771 | $727,918 |
| 2022 | 85 | $4.4M | $236,882 | $653,047 |
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 |
|---|---|---|---|---|
| CAPE INVESTMENT ADVISORY,INC | INVESTMENT/FINANCIAL ADVI | $13,292 | — | $13,292 |
| RIVERO GORDIMER & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RIVERO GORDIMER & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,292
- Estimated Expense Ratio: 0.228% 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 | $15,587 | $13,292 | — | — | — |
| 2023 | $14,884 | $12,064 | — | — | — |
| 2022 | $13,145 | — | — | — | — |