Plan Snapshot
- Plan Sponsor: Bungalow Scenic Studios
- Sponsor EIN: 452115792
- Sponsor Address: 3601 SILVER STAR ROAD, ORLANDO, FL, 32808
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 88 | $3.2M | $176,602 | $279,459 |
| 2022 | 104 | $2.4M | $190,251 | $352,822 |
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 |
|---|---|---|---|---|
| SECURITIES AMERICA, INC | NONE | $26,738 | — | $26,738 |
| THE VANGUARD GROUP, INC. | NONE | $6,470 | — | $6,470 |
| MCDIRMIT DAVIS,LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- MCDIRMIT DAVIS,LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,208
- Estimated Expense Ratio: 1.029% 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 |
|---|---|---|---|---|---|
| 2023 | $16,604 | $13,369 | $3,235 | — | — |
| 2022 | $18,588 | $16,501 | $2,087 | — | — |