Plan Snapshot
- Plan Sponsor: Cph Consulting, LLC
- Sponsor EIN: 592068806
- Sponsor Address: 500 WEST FULTON STREET, SANFORD, FL, 32771
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $40.0M
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. |
|---|---|---|---|---|
| 2023 | 0 | $40.0M | $456,327 | $1.8M |
| 2022 | 219 | $31.5M | $373,856 | $1.5M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $46,893 | — | $46,893 |
| CREATIVE PLANNING HOLDCO LLC DBA CR | Other Service Provider | $18,070 | — | $18,070 |
| GREENE DYCUS & CO PA | Auditor | $13,500 | — | $13,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,463
- Estimated Expense Ratio: 0.196% 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 |
|---|---|---|---|---|---|
| 2023 | $80,862 | $46,893 | — | $13,500 | — |
| 2022 | $71,136 | — | $71,136 | — | — |