# Becker & Poliakoff, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/becker-poliakoff-p-a-401k-plan

> Becker & Poliakoff, P.A.'s 401(k) plan: 312 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUNITY INSURANCE COMPANY|RECORDKEEPER|$124,594|—|$124,594|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$40,000|—|$40,000|

| DEFINITI|THIRD PARTY ADMINISTRATO|$5,725|$25,395|$31,120|

| TEMPLETON & COMPANY, LLP|ACCOUNTANT|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [TEMPLETON & COMPANY, LLP](https://planprovider.pro/provider/templeton-and-company-llp) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $207,714

- **Estimated Expense Ratio:** 0.376% of plan assets

### 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|—|—|

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