Plan Snapshot
- Plan Sponsor: All Weather Management, INC.
- Sponsor EIN: 133729845
- Sponsor Address: 17651 AZUL DRIVE, LAKEWOOD RANCH, FL, 34202
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $6.4M
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 | 16 | $6.4M | $134,755 | $304,627 |
| 2023 | 134 | $5.6M | $128,565 | $272,240 |
| 2022 | 139 | $4.6M | $123,112 | $241,791 |
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 |
|---|---|---|---|---|
| KOFLER & CO, CPAS, PC | Auditor | — | — | $0 |
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 | $40,489 | $17,958 | — | — | — |
| 2023 | $33,528 | $14,871 | $18,657 | — | — |
| 2022 | $39,102 | $3,320 | $35,682 | — | — |