Plan Snapshot
- Plan Sponsor: Butler Weihmuller Katz Craig, LLP
- Sponsor EIN: 592328807
- Sponsor Address: 400 N. ASHLEY DRIVE, SUITE 2300, TAMPA, FL, 33602
- Plan Type: DC
- Total Participants: 306
- Total Assets: $73.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 306 | $73.9M | $1.7M | $3.1M |
| 2023 | 312 | $71.4M | $1.6M | $2.7M |
| 2022 | 291 | $60.2M | $1.4M | $2.5M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $101,625 | — | $101,625 | — | — |
| 2023 | $56,879 | — | $56,879 | — | — |
| 2022 | -$8,564 | — | — | — | — |