Plan Snapshot
- Plan Sponsor: Ahs Residential, LLC
- Sponsor EIN: 300993248
- Sponsor Address: 12895 SW 132ND ST., SUITE 202, MIAMI, FL, 33186
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $11.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 221 | $11.6M | $825,300 | $1.3M |
| 2023 | 270 | $9.1M | $890,844 | $1.4M |
| 2022 | 343 | $6.2M | $884,282 | $1.3M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FSA, INC. | Investment Advisor | $21,811 | — | $21,811 |
| JOHN HANCOCK LIFE INSURANCE COM | Recordkeeper | $5,201 | — | $5,201 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FSA, INC. — Investment Advisor
- JOHN HANCOCK LIFE INSURANCE COM — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,012
- Estimated Expense Ratio: 0.233% 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 | $56,609 | $21,810 | $31,724 | — | — |
| 2023 | $44,109 | $17,966 | $21,693 | — | — |
| 2022 | $29,925 | $12,468 | $15,507 | — | — |