Plan Snapshot
- Plan Sponsor: Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A
- Sponsor EIN: 591564790
- Sponsor Address: 125 E. INTENDENCIA ST, PENSACOLA, FL, 32502
- Plan Type: DC
- Total Participants: 81
- Total Assets: $29.2M
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. |
|---|---|---|---|---|
| 2025 | 81 | $29.2M | $0 | $0 |
| 2024 | 75 | $25.8M | $0 | $0 |
| 2023 | 82 | $23.3M | $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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $69,984 | — | $69,134 | — | — |
| 2024 | $59,158 | — | — | — | — |
| 2023 | $84,983 | — | — | — | — |