Plan Snapshot
- Plan Sponsor: Continental Shelf Associates, INC.
- Sponsor EIN: 640508505
- Sponsor Address: 8502 SW KANSAS AVENUE, STUART, FL, 34997
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $20.0M
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 | 145 | $20.0M | $361,000 | $1.2M |
| 2023 | 114 | $17.4M | $276,212 | $1.0M |
| 2022 | 106 | $14.0M | $259,416 | $892,800 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, P.C. | 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 | $8,491 | $5,460 | — | — | — |
| 2023 | $6,975 | $4,125 | — | — | — |
| 2022 | $5,191 | $2,551 | — | — | — |