Plan Snapshot
- Plan Sponsor: Anthros, INC.
- Sponsor EIN: 464631675
- Sponsor Address: 400 W. MORSE BLVD. SUITE #203, WINTER PARK, FL, 32789
- Plan Type: 401(k)
- Total Participants: 921
- Total Assets: $12.6M
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 | 921 | $12.6M | $301,936 | $1.1M |
| 2023 | 758 | $11.1M | $261,315 | $906,300 |
| 2022 | 780 | $8.9M | $186,995 | $754,909 |
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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | Recordkeeper | $73,569 | — | $73,569 |
| SLAVIC MUTUAL FUND MANAGEMENT CORP | Other Service Provider | $27,300 | — | $27,300 |
| ANTHROS, INC. RETIREMENT SAVINGS PL | Recordkeeper | $16,586 | — | $16,586 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,455
- Estimated Expense Ratio: 0.929% 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 | $117,455 | $27,300 | $90,155 | — | — |
| 2023 | $96,000 | $17,842 | $78,158 | — | — |
| 2022 | $87,140 | $14,637 | $72,503 | — | — |