Plan Snapshot
- Plan Sponsor: Archwell Solutions, LLC
- Sponsor EIN: 474001893
- Sponsor Address: 2950 WEST CYPRESS CREEK ROAD, FORT LAUDERDALE, FL, 33309
- Plan Type: 401(k)
- Total Participants: 383
- Total Assets: $6.1M
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 | 383 | $6.1M | $469,722 | $1.1M |
| 2023 | 177 | $2.9M | $319,574 | $609,468 |
| 2022 | 232 | $2.6M | $353,640 | $672,354 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $15,878 | — | $15,878 |
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- BELFINT, LYONS & SHUMAN, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,878
- Estimated Expense Ratio: 0.258% 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 | $15,878 | — | — | — | — |
| 2023 | $8,865 | — | $1,986 | — | — |
| 2022 | $5,842 | — | — | — | — |