Plan Snapshot
- Plan Sponsor: Cornerstone Builders Of Sw Florida
- Sponsor EIN: 223915170
- Sponsor Address: 3910 VERONICA S. SHOEMAKER BVLD, FORT MYERS, FL, 33916
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $5.4M
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 | 201 | $5.4M | $403,658 | $677,589 |
| 2023 | 185 | $4.4M | $347,583 | $668,273 |
| 2022 | 194 | $3.3M | $294,548 | $619,546 |
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 |
|---|---|---|---|---|
| HSC TUSCAN & COMPANY, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HSC TUSCAN & COMPANY, P.A. — 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 |
|---|---|---|---|---|---|
| 2024 | $13,282 | $13,282 | — | — | — |
| 2023 | $22,553 | — | — | — | — |
| 2022 | $17,896 | — | — | — | — |