Plan Snapshot
- Plan Sponsor: A.R.M. 401(K) Plan
- Sponsor EIN: 593150102
- Sponsor Address: 2515 DRANE FIELD ROAD, LAKELAND, FL, 33811
- Plan Type: 401(k)
- Total Participants: 195
- 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 | 195 | $2.8M | $22,591 | $162,572 |
| 2023 | 176 | $3.2M | $24,626 | $164,173 |
| 2022 | 162 | $3.0M | $21,995 | $146,857 |
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 |
|---|---|---|---|---|
| RAMOS & FLOYED CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAMOS & FLOYED CPAS PLLC — 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 | $37,863 | $37,863 | — | — | — |
| 2023 | $33,807 | $33,807 | — | — | — |
| 2022 | $24,864 | $24,864 | — | — | — |