Plan Snapshot
- Plan Sponsor: Cole, Scott & Kissane, P.A.
- Sponsor EIN: 620792149
- Sponsor Address: 9150 SOUTH DADELAND BLVD., MIAMI, FL, 33156
- Plan Type: 401(k)
- Total Participants: 1,196
- Total Assets: $59.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,196 | $59.3M | $973,720 | $7.2M |
| 2023 | 1,187 | $47.0M | $829,112 | $6.2M |
| 2022 | 1,113 | $36.1M | $799,343 | $5.8M |
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 |
|---|---|---|---|---|
| DE LA HOZ, PEREZ & BARBEITO, PLLC | 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 | $183,645 | $94,681 | — | — | — |
| 2023 | $148,304 | $71,608 | — | — | — |
| 2022 | $142,763 | $64,505 | — | — | — |