Plan Snapshot
- Plan Sponsor: A. Harold & Associates, LLC
- Sponsor EIN: 161659371
- Sponsor Address: 7751 BELFORT PARKWAY - SUITE 300, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $8.7M
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 | 87 | $8.7M | $192,815 | $596,761 |
| 2023 | 100 | $8.0M | $206,842 | $607,608 |
| 2022 | 106 | $7.2M | $260,209 | $720,623 |
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 |
|---|---|---|---|---|
| ENNIS PELLUM & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ENNIS PELLUM & ASSOCIATES — Auditor
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 | $25,643 | $16,428 | — | — | — |
| 2023 | $28,036 | $15,262 | — | — | — |
| 2022 | $31,845 | — | — | — | — |