Plan Snapshot
- Plan Sponsor: Canterbury School Of Florida, INC.
- Sponsor EIN: 591218022
- Sponsor Address: 990 62ND AVENUE NE, ST. PETERSBURG, FL, 33702
- Plan Type: 403(b)
- Total Participants: 63
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 63 | $5.4M | $87,666 | $107,969 |
| 2023 | 69 | $5.1M | $78,075 | $145,875 |
| 2022 | 69 | $4.3M | $78,123 | $148,327 |
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 |
|---|---|---|---|---|
| KELLY PARTNERS (FRS) ATTEST SERVICE | 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 | $1,691 | — | $1,691 | — | — |
| 2023 | $962 | — | $962 | — | — |
| 2022 | $43 | — | $43 | — | — |