Plan Snapshot
- Plan Sponsor: Albertelli Law
- Sponsor EIN: 260659686
- Sponsor Address: 5404 CYPRESS CENTER DR, STE 300, TAMPA, FL, 33609
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $7.3M
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 | 188 | $7.3M | $265,993 | $757,803 |
| 2023 | 302 | $6.2M | $217,467 | $655,536 |
| 2022 | 81 | $4.5M | $134,879 | $433,822 |
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 |
|---|---|---|---|---|
| RIVERO, GORDIMER & COMPANY, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RIVERO, GORDIMER & COMPANY, P.A. — 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 | $31,361 | $1,400 | $8,619 | — | — |
| 2023 | $35,052 | $1,012 | $5,765 | — | — |
| 2022 | $28,321 | $890 | $27,431 | — | — |