Plan Snapshot
- Plan Sponsor: Aso LLC
- Sponsor EIN: 205891009
- Sponsor Address: 300 SARASOTA CENTER BLVD, SARASOTA, FL, 34240
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $20.5M
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 | 337 | $20.5M | $459,097 | $971,261 |
| 2023 | 279 | $17.8M | $420,637 | $883,116 |
| 2022 | 307 | $16.1M | $481,345 | $959,165 |
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 |
|---|---|---|---|---|
| HILL, BARTH & KING, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL, BARTH & KING, LLC — 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 | $8,185 | $4,372 | — | — | — |
| 2023 | $8,473 | $3,673 | — | — | — |
| 2022 | $9,513 | $4,964 | — | — | — |