Plan Snapshot
- Plan Sponsor: Ce Broker, INC Dba Propelus
- Sponsor EIN: 830353592
- Sponsor Address: 525 3RD ST. N UNIT 105, JACKSONVILLE BEACH, FL, 32250
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 254
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 254 | $0 | $0 | $0 |
| 2023 | 178 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| MSL CAPTIVE | Other Service Provider | $325,857 | — | $325,857 |
| C.A.S. | Other Service Provider | $70,267 | — | $70,267 |
| PEAK BENEFITS | Other Service Provider | $68,609 | — | $68,609 |
| S&S HEALTHCARE | Other Service Provider | $60,778 | — | $60,778 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $525,511
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |