Plan Snapshot
- Plan Sponsor: A. Duda & Sons, INC.
- Sponsor EIN: 590700499
- Sponsor Address: 1200 DUDA TRAIL, OVIEDO, FL, 32765
- Plan Type: 401(k)
- Total Participants: 1,144
- Total Assets: $128.7M
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 | 1,144 | $128.7M | $4.6M | $5.0M |
| 2023 | 1,188 | $125.1M | $4.5M | $4.9M |
| 2022 | 1,179 | $114.5M | $4.0M | $4.5M |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | Auditor | $53,935 | — | $53,935 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,935
- Estimated Expense Ratio: 0.042% 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 | $131,816 | $59,500 | — | $53,935 | — |
| 2023 | $76,382 | $61,496 | — | — | — |
| 2022 | $62,994 | $26,250 | — | — | $12,000 |