Plan Snapshot
- Plan Sponsor: Archwell Essentials
- Sponsor EIN: 863066564
- Sponsor Address: 1400 E. NEWPORT CENTER DR., STE 102, DEERFIELD BEACH, FL, 33442
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $10.2M
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 | 177 | $10.2M | $234,051 | $1.4M |
| 2023 | 191 | $6.9M | $172,778 | $922,394 |
| 2022 | 130 | $4.7M | $149,503 | $796,471 |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHURMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHURMAN, 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 | $11,320 | — | — | — | — |
| 2023 | $9,274 | — | — | — | — |
| 2022 | $8,871 | — | — | — | — |