Plan Snapshot
- Plan Sponsor: Cocoa Beach Motel, INC.
- Sponsor EIN: 592959262
- Sponsor Address: 2210 S ATLANTIC AVENUE, COCOA BEACH, FL, 329312235
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 139 | $2.6M | $99,440 | $192,206 |
| 2023 | 147 | $2.2M | $88,659 | $175,284 |
| 2022 | 124 | $1.8M | $74,294 | $167,070 |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM | 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 | $19,939 | $2,212 | — | — | — |
| 2023 | $5,754 | $789 | — | — | — |
| 2022 | $10,875 | — | — | — | — |