Plan Snapshot
- Plan Sponsor: Creative Sign Designs, LLC
- Sponsor EIN: 202975242
- Sponsor Address: 12801 COMMODITY PLACE, TAMPA, FL, 33626
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $2.7M
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 | 114 | $2.7M | $28,851 | $476,740 |
| 2023 | 99 | $2.0M | $18,046 | $367,434 |
| 2022 | 92 | $1.8M | $15,442 | $334,338 |
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 |
|---|---|---|---|---|
| LISA SMITHSON & CO | Auditor | $10,100 | — | $10,100 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,100
- Estimated Expense Ratio: 0.374% 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 | $43,750 | $13,478 | — | $10,100 | — |
| 2023 | $42,020 | $21,534 | — | — | — |
| 2022 | $39,993 | — | — | — | — |