Plan Snapshot
- Plan Sponsor: Becker & Poliakoff, P.A.
- Sponsor EIN: 591640708
- Sponsor Address: 1 EAST BROWARD BLVD., FORT LAUDERDALE, FL, 33301
- Plan Type: 401(k)
- Total Participants: 312
- Total Assets: $55.2M
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 | 312 | $55.2M | $451,301 | $2.7M |
| 2023 | 295 | $47.0M | $404,595 | $2.4M |
| 2022 | 254 | $39.2M | $339,199 | $1.8M |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY, 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 | $122,680 | — | — | — | — |
| 2023 | $99,772 | — | — | — | — |
| 2022 | $101,942 | — | $101,942 | — | — |