Plan Snapshot
- Plan Sponsor: Cenvill Recreation, INC
- Sponsor EIN: 592107653
- Sponsor Address: 1601 FORUM PLACE, WEST PALM BEACH, FL, 33401
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 166 | $12.5M | $214,548 | $678,519 |
| 2023 | 129 | $11.4M | $204,389 | $629,356 |
| 2022 | 124 | $10.0M | $186,953 | $569,050 |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | Auditor | $4,000 | — | $4,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,000
- Estimated Expense Ratio: 0.032% 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 |
|---|---|---|---|---|---|
| 2024 | $46,285 | $29,510 | — | $4,000 | — |
| 2023 | $49,392 | $25,586 | — | $11,500 | — |
| 2022 | $52,579 | — | — | — | — |