# Cornerstone Builders Of Sw Florida 401(k) Plan
Source: https://planprovider.pro/companies/cornerstone-builders-of-sw-flori-401k-plan

> Cornerstone Builders Of Sw Florida's 401(k) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| HUMAN INTEREST ADVISOR LLC|RECORD KEEPER|$11,459|—|$11,459|

| HSC TUSCAN & COMPANY, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HUMAN INTEREST ADVISOR LLC](https://planprovider.pro/provider/human-interest-inc) — RECORD KEEPER

- [HSC TUSCAN & COMPANY, P.A.](https://planprovider.pro/provider/hsctuscan-and-company-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,459

- **Estimated Expense Ratio:** 0.212% of plan assets

### 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|—|—|—|—|

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