Plan Snapshot
- Plan Sponsor: Ball Janik LLP
- Sponsor EIN: 930814349
- Sponsor Address: 201 E PINE ST, SUITE 600, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $26.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 80 | $26.1M | $495,057 | $567,136 |
| 2023 | 67 | $29.8M | $440,890 | $484,569 |
| 2022 | 60 | $36.6M | $646,356 | $674,248 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK LLP — 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 | $2,240 | — | — | — | — |
| 2023 | $3,656 | — | — | — | — |
| 2022 | $2,030 | — | $2,030 | — | — |