Plan Snapshot
- Plan Sponsor: Akerman LLP
- Sponsor EIN: 593117860
- Sponsor Address: 420 SOUTH ORANGE AVENUE SUITE 1200, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Total Participants: 1,368
- Total Assets: $452.3M
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 | 1,368 | $452.3M | $11.7M | $17.7M |
| 2023 | 1,444 | $396.6M | $12.0M | $17.3M |
| 2022 | 1,451 | $346.7M | $9.5M | $15.5M |
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 |
|---|---|---|---|---|
| MCDIRMIT DAVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCDIRMIT DAVIS, LLC — 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 | -$55,795 | — | $2,400 | — | — |
| 2023 | -$54,793 | — | $600 | — | — |
| 2022 | -$72,140 | — | — | — | — |