Plan Snapshot
- Plan Sponsor: Community Legal Services Of Mid-Florida, INC.
- Sponsor EIN: 591156260
- Sponsor Address: 122 E. COLONIAL DRIVE #200, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 155
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 155 | $6.6M | $312,206 | $512,086 |
| 2023 | 148 | $5.6M | $276,734 | $444,637 |
| 2022 | 115 | $4.5M | $248,862 | $374,595 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN, LLP | 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 | $7,355 | — | — | — | — |
| 2023 | $4,178 | — | — | — | — |
| 2022 | $20,328 | — | — | — | $20,328 |