Plan Snapshot
- Plan Sponsor: Avi-Spl LLC
- Sponsor EIN: 591958935
- Sponsor Address: 6301 BENJAMIN ROAD, TAMPA, FL, 33634
- Plan Type: 401(k)
- Total Participants: 3,293
- Total Assets: $249.4M
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 | 3,293 | $249.4M | $3.0M | $23.2M |
| 2023 | 3,261 | $213.3M | $2.1M | $21.3M |
| 2022 | 2,865 | $167.1M | $1.6M | $17.6M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | -$18,901 | $70,000 | $3,000 | — | — |
| 2023 | -$99,301 | — | $1,200 | $19,000 | — |
| 2022 | -$41,897 | — | — | — | — |