Plan Snapshot
- Plan Sponsor: Bond & Steele Clinic, P.A.
- Sponsor EIN: 591867898
- Sponsor Address: 500 EAST CENTRAL AVENUE, WINTER HAVEN, FL, 33880
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $89.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 396 | $89.6M | $2.0M | $1.5M |
| 2023 | 360 | $86.8M | $2.0M | $1.4M |
| 2022 | 359 | $76.2M | $1.8M | $1.3M |
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 |
|---|---|---|---|---|
| DLC, CPA'S | 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 | $5,841 | — | $5,841 | — | — |
| 2023 | $11,418 | — | — | — | — |
| 2022 | $8,221 | — | $8,221 | — | — |