Plan Snapshot
- Plan Sponsor: Blue Sea Dental, LLC
- Sponsor EIN: 271874344
- Sponsor Address: 3436 CLEVELAND AVE, FORT MYERS, FL, 33901
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $2.8M | $430,853 | $342,374 |
| 2023 | 127 | $1.9M | $196,170 | $379,478 |
| 2022 | 115 | $1.1M | $123,690 | $334,773 |
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 |
|---|---|---|---|---|
| PENDING CPA | 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 | $10,420 | $10,045 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |