Plan Snapshot
- Plan Sponsor: Amscot Financial, INC.
- Sponsor EIN: 592742276
- Sponsor Address: 600 NORTH WESTSHORE BLVD, TAMPA, FL, 33609
- Plan Type: 401(k)
- Total Participants: 1,022
- Total Assets: $22.7M
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 | 1,022 | $22.7M | $587,798 | $2.0M |
| 2023 | 1,046 | $19.9M | $599,163 | $2.0M |
| 2022 | 988 | $15.8M | $568,261 | $2.0M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $29,380 | — | $29,380 |
| HACKER JOHNSON & SMITH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- HACKER JOHNSON & SMITH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,380
- Estimated Expense Ratio: 0.129% 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 | $29,380 | — | — | — | — |
| 2023 | $81,388 | $52,739 | — | — | — |
| 2022 | $102,714 | — | — | — | — |