Plan Snapshot
- Plan Sponsor: Auld & White Constructors, LLC
- Sponsor EIN: 203774396
- Sponsor Address: 4168 SOUTHPOINT PARKWAY SUITE 101, JACKSONVILLE, FL, 32216
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $21.6M
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 | 149 | $21.6M | $933,823 | $1.2M |
| 2023 | 135 | $20.3M | $693,271 | $1.0M |
| 2022 | 128 | $15.9M | $625,103 | $819,912 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $36,228 | — | $36,228 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $29,224 | — | $29,224 |
| THE AMERICAN AUDITORS GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- THE AMERICAN AUDITORS GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,452
- Estimated Expense Ratio: 0.303% 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 | $71,180 | $34,952 | — | — | — |
| 2023 | $54,819 | $26,752 | — | — | — |
| 2022 | $77,617 | — | $77,617 | — | — |