# Banker Lopez Gassler P.A. 401(k) Plan
Source: https://planprovider.pro/companies/banker-lopez-gassler-p-a-401k-plan

> Banker Lopez Gassler P.A.'s 401(k) plan: 350 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Banker Lopez Gassler P.A.

- **Sponsor EIN:** 263339598

- **Sponsor Address:** 501 E. KENNEDY BOULEVARD,, TAMPA, FL, 33602

- **Plan Type:** 401(k)

- **Total Participants:** 350

- **Total Assets:** $83.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|350|$83.7M|$0|$0|

## 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|

| PRIDA GUIDA & PEREZ, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRIDA GUIDA & PEREZ, P.A.](https://planprovider.pro/provider/prida-guida-and-perez-pa) — 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|

| 2023|$72,472|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/banker-lopez-gassler-p-a-401k-plan)

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