Plan Snapshot
- Plan Sponsor: Aylstock, Witkin, Kreis & Overholtz, P.L.C.
- Sponsor EIN: 593727946
- Sponsor Address: 17 MAIN STREET, PENSACOLA, FL, 32502
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $20.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 234 | $20.7M | $1.1M | $711,822 |
| 2023 | 231 | $16.9M | $1.0M | $593,506 |
| 2022 | 228 | $13.2M | $917,981 | $543,604 |
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 |
|---|---|---|---|---|
| SALTMARSH CPAS, INC. | 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 | $92,682 | — | $92,682 | — | — |
| 2023 | $77,553 | — | $77,553 | — | — |
| 2022 | $76,956 | — | $70,156 | — | $6,800 |